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CLBAX
Price
$36.45
Change
+$0.11 (+0.30%)
Updated
Nov 22 closing price
MBERX
Price
$32.80
Change
+$0.14 (+0.43%)
Updated
Nov 22 closing price
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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$36.45
Change+$0.11 (+0.30%)
VolumeN/A
CapitalizationN/A
NYLI Balanced Class R6
Price$32.80
Change+$0.14 (+0.43%)
VolumeN/A
CapitalizationN/A
CLBAX vs MBERX Comparison Chart
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CLBAX vs. MBERX commentary
Nov 23, 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 StrongBuy and MBERX is a Buy.

FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 238B vs. MBERX (466M). 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 : 21.13 vs. MBERX (17.51). CLBAX return over 5 years is better than : 39.28 vs. MBERX (12.93).
CLBAXMBERXCLBAX / MBERX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence23 years7 years-
Gain YTD15.26611.839129%
Front LoadN/AN/A-
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets238B466M51,073%
Annual Yield % from dividends2.232.3794%
Returns for 1 year21.1317.51121%
Returns for 3 years13.80-6.55-211%
Returns for 5 years39.2812.93304%
Returns for 10 years63.86N/A-
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