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CLBAX vs MBINX
CLBAX vs MBINX Comparison
Open Charts CLBAX vs MBINX
American Funds American Balanced 529A
Price$35.00
Change-$0.20 (-0.57%)
VolumeN/A
CapitalizationN/A
NYLI Balanced Investor Class
Price$30.58
Change-$0.16 (-0.52%)
VolumeN/A
CapitalizationN/A
CLBAX vs MBINX Comparison Chart
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CLBAX vs. MBINX commentary
Dec 19, 2024
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 Hold and MBINX is a Hold.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 230B vs. MBINX (452M). CLBAX pays higher dividends than MBINX: CLBAX (2.23) vs MBINX (1.81). CLBAX was incepted earlier than MBINX: CLBAX (23 years) vs MBINX (17 years). MBINX is a more actively managed with annual turnover of: 313.00 vs. CLBAX (171.00). 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 : 12.51 vs. MBINX (5.54). CLBAX return over 5 years is better than : 34.39 vs. MBINX (4.22).
| CLBAX | MBINX | CLBAX / MBINX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 17 years | - |
| Gain YTD | 11.523 | 4.439 | 260% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 230B | 452M | 50,885% |
| Annual Yield % from dividends | 2.23 | 1.81 | 123% |
| Returns for 1 year | 12.51 | 5.54 | 226% |
| Returns for 3 years | 13.21 | 6.70 | 197% |
| Returns for 5 years | 34.39 | 4.22 | 815% |
| Returns for 10 years | 58.66 | 1.83 | 3,213% |
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