Ad is loading...
CLBAX vs MBERX
CLBAX vs MBERX Comparison
Open Charts CLBAX vs MBERX
American Funds American Balanced 529A
Price$36.14
Change+$0.33 (+0.92%)
VolumeN/A
CapitalizationN/A
NYLI Balanced Class R6
Price$32.00
Change+$0.10 (+0.31%)
VolumeN/A
CapitalizationN/A
View a ticker or compare two or three
VS
VS
CLBAX vs MBERX Comparison Chart
Loading...
CLBAX vs. MBERX commentary
Nov 06, 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 Sell.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 234B vs. MBERX (455M). 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 : 23.84 vs. MBERX (15.87). CLBAX return over 5 years is better than : 39.12 vs. MBERX (10.18).
| 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 | 14.286 | 8.771 | 163% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 234B | 455M | 51,429% |
| Annual Yield % from dividends | 2.23 | 2.37 | 94% |
| Returns for 1 year | 23.84 | 15.87 | 150% |
| Returns for 3 years | 12.27 | -9.74 | -126% |
| Returns for 5 years | 39.12 | 10.18 | 384% |
| Returns for 10 years | 64.79 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...