CLBAX
Price
$35.00
Change
-$0.20 (-0.57%)
Updated
Dec 17 closing price
MBINX
Price
$30.58
Change
-$0.16 (-0.52%)
Updated
Dec 17 closing price
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CLBAX vs MBINX

Header iconCLBAX vs MBINX Comparison
Open Charts CLBAX vs MBINXBanner chart's image
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).
CLBAXMBINXCLBAX / MBINX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence23 years17 years-
Gain YTD11.5234.439260%
Front LoadN/AN/A-
Min. Initial Investment250100025%
Min. Initial Investment IRAN/AN/A-
Net Assets230B452M50,885%
Annual Yield % from dividends2.231.81123%
Returns for 1 year12.515.54226%
Returns for 3 years13.216.70197%
Returns for 5 years34.394.22815%
Returns for 10 years58.661.833,213%
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