CLBAX
Price
$36.98
Change
+$0.09 (+0.24%)
Updated
Aug 6 closing price
Net Assets
252.49B
MBERX
Price
$31.39
Change
-$0.07 (-0.22%)
Updated
Aug 6 closing price
Net Assets
441.82M
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CLBAX vs MBERX

Header iconCLBAX vs MBERX Comparison
Open Charts CLBAX vs MBERXBanner chart's image
American Funds American Balanced 529A
Price$36.98
Change+$0.09 (+0.24%)
VolumeN/A
Net Assets252.49B
NYLI Balanced Class R6
Price$31.39
Change-$0.07 (-0.22%)
VolumeN/A
Net Assets441.82M
CLBAX vs MBERX Comparison Chart in %
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CLBAX vs. MBERX commentary
Aug 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 Hold.

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FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 252B vs. MBERX (442M). MBERX pays higher dividends than CLBAX: MBERX (2.30) vs CLBAX (1.82). CLBAX was incepted earlier than MBERX: CLBAX (23 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 : 10.79 vs. MBERX (4.52). CLBAX return over 5 years is better than : 38.42 vs. MBERX (13.71).
CLBAXMBERXCLBAX / MBERX
Total Expense Ratio0.580.7478%
Annual Report Gross Expense Ratio0.580.7478%
Fund Existence23 years8 years-
Gain YTD8.6024.717182%
Front Load4%N/A-
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets252B442M57,014%
Annual Yield % from dividends1.822.3079%
Returns for 1 year10.794.52238%
Returns for 3 years32.2416.05201%
Returns for 5 years38.4213.71280%
Returns for 10 years77.27N/A-
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