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CLBAX vs MBINX
CLBAX vs MBINX Comparison
Open Charts CLBAX vs MBINX
American Funds American Balanced 529A
Price$37.12
Change+$0.07 (+0.19%)
VolumeN/A
Net Assets254.37B
NYLI Balanced Investor Class
Price$31.56
Change+$0.11 (+0.35%)
VolumeN/A
Net Assets446.53M
CLBAX vs MBINX Comparison Chart in %
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CLBAX vs. MBINX commentary
Jul 27, 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: 254B vs. MBINX (447M). CLBAX pays higher dividends than MBINX: CLBAX (1.84) vs MBINX (1.72). 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 : 10.23 vs. MBINX (4.03). CLBAX return over 5 years is better than : 41.42 vs. MBINX (13.69).
| 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 | 9.013 | 5.464 | 165% |
| Front Load | 4% | 3% | 140% |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 447M | 56,823% |
| Annual Yield % from dividends | 1.84 | 1.72 | 107% |
| Returns for 1 year | 10.23 | 4.03 | 254% |
| Returns for 3 years | 35.76 | 16.92 | 211% |
| Returns for 5 years | 41.42 | 13.69 | 303% |
| Returns for 10 years | 77.58 | 7.27 | 1,068% |
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