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CLBAX vs MBERX
CLBAX vs MBERX Comparison
Open Charts CLBAX vs MBERX
American Funds American Balanced 529A
Price$38.62
Change-$0.16 (-0.41%)
VolumeN/A
Net Assets263.89B
NYLI Balanced Class R6
Price$32.15
Change+$0.08 (+0.25%)
VolumeN/A
Net Assets441.18M
CLBAX vs MBERX Comparison Chart in %
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CLBAX vs. MBERX commentary
Nov 20, 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 Hold and MBERX is a Hold.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 264B vs. MBERX (441M). MBERX pays higher dividends than CLBAX: MBERX (2.23) vs CLBAX (1.73). CLBAX was incepted earlier than MBERX: CLBAX (24 years) vs MBERX (8 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 : 8.81 vs. MBERX (1.34). CLBAX return over 5 years is better than : 39.86 vs. MBERX (10.90).
| CLBAX | MBERX | CLBAX / MBERX | |
| Total Expense Ratio | 0.58 | 0.74 | 78% |
| Annual Report Gross Expense Ratio | 0.58 | 0.74 | 78% |
| Fund Existence | 24 years | 8 years | - |
| Gain YTD | 13.743 | 7.855 | 175% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 264B | 441M | 59,864% |
| Annual Yield % from dividends | 1.73 | 2.23 | 78% |
| Returns for 1 year | 8.81 | 1.34 | 659% |
| Returns for 3 years | 41.33 | 19.58 | 211% |
| Returns for 5 years | 39.86 | 10.90 | 366% |
| Returns for 10 years | 82.79 | N/A | - |
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