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CLBAX vs MBINX
CLBAX vs MBINX Comparison
Open Charts CLBAX vs MBINX
American Funds American Balanced 529A
Price$35.32
Change+$0.24 (+0.68%)
VolumeN/A
Net Assets241.03B
NYLI Balanced Investor Class
Price$31.46
Change+$0.13 (+0.41%)
VolumeN/A
Net Assets454.75M
CLBAX vs MBINX Comparison Chart
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CLBAX vs. MBINX commentary
Jan 31, 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: 241B vs. MBINX (455M). 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 : 12.06 vs. MBINX (8.13). CLBAX return over 5 years is better than : 35.53 vs. MBINX (7.53).
| 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 | 3.094 | 3.897 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 241B | 455M | 52,967% |
| Annual Yield % from dividends | 2.23 | 1.81 | 123% |
| Returns for 1 year | 12.06 | 8.13 | 148% |
| Returns for 3 years | 16.18 | 8.94 | 181% |
| Returns for 5 years | 35.53 | 7.53 | 472% |
| Returns for 10 years | 70.80 | 4.76 | 1,489% |