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CLBAX vs MBINX
CLBAX vs MBINX Comparison
Open Charts CLBAX vs MBINX
American Funds American Balanced 529A
Price$38.89
Change+$0.05 (+0.13%)
VolumeN/A
Net Assets265.73B
NYLI Balanced Investor Class
Price$32.23
Change+$0.13 (+0.40%)
VolumeN/A
Net Assets450.96M
CLBAX vs MBINX Comparison Chart in %
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CLBAX vs. MBINX commentary
Oct 06, 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: 266B vs. MBINX (451M). MBINX pays higher dividends than CLBAX: MBINX (1.66) vs CLBAX (1.49). CLBAX was incepted earlier than MBINX: CLBAX (24 years) vs MBINX (18 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 : 9.56 vs. MBINX (2.66). CLBAX return over 5 years is better than : 46.54 vs. MBINX (14.86).
| 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 | 18 years | - |
| Gain YTD | 14.211 | 8.140 | 175% |
| Front Load | 4% | 3% | 140% |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 451M | 58,980% |
| Annual Yield % from dividends | 1.49 | 1.66 | 90% |
| Returns for 1 year | 9.56 | 2.66 | 359% |
| Returns for 3 years | 47.56 | 22.68 | 210% |
| Returns for 5 years | 46.54 | 14.86 | 313% |
| Returns for 10 years | 90.86 | 12.58 | 722% |
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