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CLBAX vs MBINX
CLBAX vs MBINX Comparison
Open Charts CLBAX vs MBINX
American Funds American Balanced 529A
Price$36.80
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
NYLI Balanced Investor Class
Price$31.34
Change+$0.07 (+0.22%)
VolumeN/A
Net Assets446.37M
CLBAX vs MBINX Comparison Chart in %
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CLBAX vs. MBINX commentary
Jul 05, 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: 252B vs. MBINX (446M). 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 : 7.84 vs. MBINX (5.67). CLBAX return over 5 years is better than : 43.26 vs. MBINX (15.47).
| 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 | 8.073 | 4.728 | 171% |
| Front Load | 4% | 3% | 140% |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 446M | 56,502% |
| Annual Yield % from dividends | 1.84 | 1.72 | 107% |
| Returns for 1 year | 7.84 | 5.67 | 138% |
| Returns for 3 years | 36.14 | 18.05 | 200% |
| Returns for 5 years | 43.26 | 15.47 | 280% |
| Returns for 10 years | 77.55 | 5.70 | 1,360% |
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