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CLBAX vs MBERX
CLBAX vs MBERX Comparison
Open Charts CLBAX vs MBERX
American Funds American Balanced 529A
Price$38.95
Change+$0.06 (+0.15%)
VolumeN/A
Net Assets265.73B
NYLI Balanced Class R6
Price$32.40
Change+$0.02 (+0.06%)
VolumeN/A
Net Assets450.96M
CLBAX vs MBERX Comparison Chart in %
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CLBAX vs. MBERX commentary
Oct 08, 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 Buy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 266B vs. MBERX (451M). MBERX pays higher dividends than CLBAX: MBERX (2.22) vs CLBAX (1.76). 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 : 9.62 vs. MBERX (3.11). CLBAX return over 5 years is better than : 45.52 vs. MBERX (16.95).
| 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 | 14.715 | 8.694 | 169% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 451M | 58,980% |
| Annual Yield % from dividends | 1.76 | 2.22 | 79% |
| Returns for 1 year | 9.62 | 3.11 | 309% |
| Returns for 3 years | 52.25 | 28.12 | 186% |
| Returns for 5 years | 45.52 | 16.95 | 268% |
| Returns for 10 years | 89.65 | N/A | - |
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