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CLBAX vs MBERX
CLBAX vs MBERX Comparison
Open Charts CLBAX vs MBERX
American Funds American Balanced 529A
Price$34.71
Change+$0.22 (+0.64%)
VolumeN/A
CapitalizationN/A
NYLI Balanced Class R6
Price$30.55
Change+$0.15 (+0.49%)
VolumeN/A
CapitalizationN/A
CLBAX vs MBERX Comparison Chart
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CLBAX vs. MBERX commentary
Dec 25, 2024
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.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 238B vs. MBERX (445M). MBERX pays higher dividends than CLBAX: MBERX (2.37) vs CLBAX (2.23). CLBAX was incepted earlier than MBERX: CLBAX (23 years) vs MBERX (7 years). MBERX is a more actively managed with annual turnover of: 313.00 vs. CLBAX (171.00). 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 : 11.41 vs. MBERX (5.03). CLBAX return over 5 years is better than : 32.72 vs. MBERX (5.99).
| CLBAX | MBERX | CLBAX / MBERX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 7 years | - |
| Gain YTD | 10.920 | 4.501 | 243% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 238B | 445M | 53,483% |
| Annual Yield % from dividends | 2.23 | 2.37 | 94% |
| Returns for 1 year | 11.41 | 5.03 | 227% |
| Returns for 3 years | 11.18 | 6.85 | 163% |
| Returns for 5 years | 32.72 | 5.99 | 546% |
| Returns for 10 years | 65.76 | N/A | - |
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