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CLBAX vs MBINX
CLBAX vs MBINX Comparison
Open Charts CLBAX vs MBINX
American Funds American Balanced 529A
Price$38.62
Change-$0.16 (-0.41%)
VolumeN/A
Net Assets263.89B
NYLI Balanced Investor Class
Price$31.98
Change+$0.08 (+0.25%)
VolumeN/A
Net Assets441.18M
CLBAX vs MBINX Comparison Chart in %
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CLBAX vs. MBINX commentary
Nov 20, 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 Hold and MBINX is a Hold.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 264B vs. MBINX (441M). CLBAX (1.73) and MBINX (1.66) have matching dividends . CLBAX was incepted earlier than MBINX: CLBAX (24 years) vs MBINX (18 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 : 8.81 vs. MBINX (0.73). CLBAX return over 5 years is better than : 39.86 vs. MBINX (7.61).
| CLBAX | MBINX | CLBAX / MBINX | |
| Total Expense Ratio | 0.58 | 1.34 | 43% |
| Annual Report Gross Expense Ratio | 0.58 | 1.45 | 40% |
| Fund Existence | 24 years | 18 years | - |
| Gain YTD | 13.743 | 7.301 | 188% |
| Front Load | 4% | 3% | 140% |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 264B | 441M | 59,864% |
| Annual Yield % from dividends | 1.73 | 1.66 | 104% |
| Returns for 1 year | 8.81 | 0.73 | 1,202% |
| Returns for 3 years | 41.33 | 17.46 | 237% |
| Returns for 5 years | 39.86 | 7.61 | 524% |
| Returns for 10 years | 82.79 | 9.83 | 842% |
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