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CLBAX vs MBERX
CLBAX vs MBERX Comparison
Open Charts CLBAX vs MBERX
American Funds American Balanced 529A
Price$35.76
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets243.43B
NYLI Balanced Class R6
Price$31.02
Change+$0.16 (+0.52%)
VolumeN/A
Net Assets435.81M
CLBAX vs MBERX Comparison Chart
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CLBAX vs. MBERX commentary
Jun 07, 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: 243B vs. MBERX (436M). MBERX pays higher dividends than CLBAX: MBERX (2.35) vs CLBAX (1.91). CLBAX was incepted earlier than MBERX: CLBAX (23 years) vs MBERX (7 years). MBERX (0.74) is less costly to investors than CLBAX (0.58). MBERX is a more actively managed with annual turnover of: 230.00 vs. CLBAX (44.00). MBERX has a lower initial minimum investment than CLBAX: MBERX (0) vs CLBAX (250). CLBAX annual gain was more profitable for investors over the last year : 7.12 vs. MBERX (4.45). CLBAX return over 5 years is better than : 36.50 vs. MBERX (12.13).
| CLBAX | MBERX | CLBAX / MBERX | |
| Total Expense Ratio | 0.58 | 0.74 | 78% |
| Annual Report Gross Expense Ratio | 0.58 | 0.74 | 78% |
| Fund Existence | 23 years | 7 years | - |
| Gain YTD | 4.703 | 2.882 | 163% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 243B | 436M | 55,734% |
| Annual Yield % from dividends | 1.91 | 2.35 | 81% |
| Returns for 1 year | 7.12 | 4.45 | 160% |
| Returns for 3 years | 23.47 | 11.67 | 201% |
| Returns for 5 years | 36.50 | 12.13 | 301% |
| Returns for 10 years | 71.97 | N/A | - |
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