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CLBAX vs MBINX
CLBAX vs MBINX Comparison
Open Charts CLBAX vs MBINX
American Funds American Balanced 529A
Price$35.56
Change-$0.31 (-0.86%)
VolumeN/A
Net Assets244.39B
NYLI Balanced Investor Class
Price$30.88
Change-$0.20 (-0.64%)
VolumeN/A
Net Assets438.56M
CLBAX vs MBINX Comparison Chart
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CLBAX vs. MBINX commentary
Jun 15, 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 MBINX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 244B vs. MBINX (439M). CLBAX pays higher dividends than MBINX: CLBAX (1.91) vs MBINX (1.76). CLBAX was incepted earlier than MBINX: CLBAX (23 years) vs MBINX (17 years). MBINX (1.45) is less costly to investors than CLBAX (0.58). MBINX is a more actively managed with annual turnover of: 230.00 vs. CLBAX (44.00). CLBAX initial investment is less costly to investors than MBINX (3%) vs MBINX (3%). CLBAX has a lower initial minimum investment than MBINX: CLBAX (250) vs MBINX (1000). CLBAX annual gain was more profitable for investors over the last year : 5.26 vs. MBINX (4.15). CLBAX return over 5 years is better than : 40.12 vs. MBINX (13.42).
| CLBAX | MBINX | CLBAX / MBINX | |
| Total Expense Ratio | 0.58 | 1.34 | 43% |
| Annual Report Gross Expense Ratio | 0.58 | 1.45 | 40% |
| Fund Existence | 23 years | 17 years | - |
| Gain YTD | 4.431 | 2.741 | 162% |
| Front Load | 4% | 3% | 140% |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244B | 439M | 55,581% |
| Annual Yield % from dividends | 1.91 | 1.76 | 108% |
| Returns for 1 year | 5.26 | 4.15 | 127% |
| Returns for 3 years | 33.60 | 17.94 | 187% |
| Returns for 5 years | 40.12 | 13.42 | 299% |
| Returns for 10 years | 70.29 | 2.93 | 2,401% |
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