Ad is loading...
CLBAX vs MBINX
CLBAX vs MBINX Comparison
Open Charts CLBAX vs MBINX
American Funds American Balanced 529A
Price$33.40
Change+$1.62 (+5.10%)
VolumeN/A
Net Assets219.52B
NYLI Balanced Investor Class
Price$29.87
Change+$1.11 (+3.86%)
VolumeN/A
Net Assets426.77M
CLBAX vs MBINX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CLBAX vs. MBINX commentary
Apr 11, 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 Buy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 220B vs. MBINX (427M). CLBAX pays higher dividends than MBINX: CLBAX (1.98) 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 (0.60). MBINX is a more actively managed with annual turnover of: 230.00 vs. CLBAX (171.00). 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). MBINX annual gain was more profitable for investors over the last year : -3.29 vs. CLBAX (-3.59). CLBAX return over 5 years is better than : 31.84 vs. MBINX (11.64).
| CLBAX | MBINX | CLBAX / MBINX | |
| Total Expense Ratio | 0.60 | 1.34 | 45% |
| Annual Report Gross Expense Ratio | 0.60 | 1.45 | 41% |
| Fund Existence | 23 years | 17 years | - |
| Gain YTD | -6.950 | -4.313 | 161% |
| Front Load | 4% | 3% | 140% |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 220B | 427M | 51,522% |
| Annual Yield % from dividends | 1.98 | 1.76 | 112% |
| Returns for 1 year | -3.59 | -3.29 | 109% |
| Returns for 3 years | 6.11 | 0.92 | 664% |
| Returns for 5 years | 31.84 | 11.64 | 274% |
| Returns for 10 years | 51.06 | -5.12 | -997% |
View a ticker or compare two or three
VS
VS
Ad is loading...