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CLBAX
Price
$36.45
Change
+$0.11 (+0.30%)
Updated
Nov 22 closing price
MBNBX
Price
$32.18
Change
+$0.14 (+0.44%)
Updated
Nov 22 closing price
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CLBAX vs MBNBX

Header iconCLBAX vs MBNBX Comparison
Open Charts CLBAX vs MBNBXBanner chart's image
American Funds American Balanced 529A
Price$36.45
Change+$0.11 (+0.30%)
VolumeN/A
CapitalizationN/A
NYLI Balanced
Price$32.18
Change+$0.14 (+0.44%)
VolumeN/A
CapitalizationN/A
CLBAX vs MBNBX Comparison Chart
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CLBAX vs. MBNBX commentary
Nov 23, 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 StrongBuy and MBNBX is a Buy.

FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 238B vs. MBNBX (464M). CLBAX pays higher dividends than MBNBX: CLBAX (2.23) vs MBNBX (1.07). CLBAX was incepted earlier than MBNBX: CLBAX (23 years) vs MBNBX (21 years). MBNBX is a more actively managed with annual turnover of: 313.00 vs. CLBAX (171.00). CLBAX has a lower initial minimum investment than MBNBX: CLBAX (250) vs MBNBX (1000). CLBAX annual gain was more profitable for investors over the last year : 20.76 vs. MBNBX (15.44). CLBAX return over 5 years is better than : 38.86 vs. MBNBX (5.85).
CLBAXMBNBXCLBAX / MBNBX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence23 years21 years-
Gain YTD14.91910.054148%
Front LoadN/AN/A-
Min. Initial Investment250100025%
Min. Initial Investment IRAN/AN/A-
Net Assets238B464M51,293%
Annual Yield % from dividends2.231.07208%
Returns for 1 year20.7615.44135%
Returns for 3 years13.53-10.40-130%
Returns for 5 years38.865.85664%
Returns for 10 years63.49-5.87-1,081%
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