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CLBAX vs MBINX
CLBAX vs MBINX Comparison
Open Charts CLBAX vs MBINX
American Funds American Balanced 529A
Price$37.37
Change-$0.09 (-0.24%)
VolumeN/A
Net Assets256.26B
NYLI Balanced Investor Class
Price$31.59
Change-$0.04 (-0.13%)
VolumeN/A
Net Assets445.66M
CLBAX vs MBINX Comparison Chart in %
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CLBAX vs. MBINX commentary
Aug 17, 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: 256B vs. MBINX (446M). CLBAX pays higher dividends than MBINX: CLBAX (1.82) vs MBINX (1.72). CLBAX was incepted earlier than MBINX: CLBAX (24 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 : 7.96 vs. MBINX (2.70). CLBAX return over 5 years is better than : 39.83 vs. MBINX (11.32).
| CLBAX | MBINX | CLBAX / MBINX | |
| Total Expense Ratio | 0.58 | 1.34 | 43% |
| Annual Report Gross Expense Ratio | 0.58 | 1.45 | 40% |
| Fund Existence | 24 years | 17 years | - |
| Gain YTD | 9.747 | 5.564 | 175% |
| Front Load | 4% | 3% | 140% |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 446M | 57,399% |
| Annual Yield % from dividends | 1.82 | 1.72 | 106% |
| Returns for 1 year | 7.96 | 2.70 | 295% |
| Returns for 3 years | 30.56 | 12.19 | 251% |
| Returns for 5 years | 39.83 | 11.32 | 352% |
| Returns for 10 years | 78.78 | 6.29 | 1,253% |
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