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CLBAX vs MBERX
CLBAX vs MBERX Comparison
Open Charts CLBAX vs MBERX
American Funds American Balanced 529A
Price$33.63
Change+$0.43 (+1.30%)
VolumeN/A
Net Assets226.9B
NYLI Balanced Class R6
Price$30.20
Change+$0.28 (+0.94%)
VolumeN/A
Net Assets424.23M
CLBAX vs MBERX Comparison Chart
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CLBAX vs. MBERX commentary
Apr 25, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is CLBAX is a Buy and MBERX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 227B vs. MBERX (424M). MBERX pays higher dividends than CLBAX: MBERX (2.35) vs CLBAX (1.98). CLBAX was incepted earlier than MBERX: CLBAX (23 years) vs MBERX (7 years). MBERX (0.74) is less costly to investors than CLBAX (0.60). MBERX is a more actively managed with annual turnover of: 230.00 vs. CLBAX (171.00). MBERX has a lower initial minimum investment than CLBAX: MBERX (0) vs CLBAX (250). MBERX annual gain was more profitable for investors over the last year : 3.08 vs. CLBAX (1.62). CLBAX return over 5 years is better than : 34.29 vs. MBERX (20.76).
| CLBAX | MBERX | CLBAX / MBERX | |
| Total Expense Ratio | 0.60 | 0.74 | 81% |
| Annual Report Gross Expense Ratio | 0.60 | 0.74 | 81% |
| Fund Existence | 23 years | 7 years | - |
| Gain YTD | -3.817 | 0.163 | -2,347% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 227B | 424M | 53,538% |
| Annual Yield % from dividends | 1.98 | 2.35 | 84% |
| Returns for 1 year | 1.62 | 3.08 | 53% |
| Returns for 3 years | 13.17 | 9.26 | 142% |
| Returns for 5 years | 34.29 | 20.76 | 165% |
| Returns for 10 years | 54.72 | N/A | - |