CLBAX
Price
$35.31
Change
+$0.05 (+0.14%)
Updated
Jan 22 closing price
Net Assets
242.48B
MBNBX
Price
$30.68
Change
-$0.12 (-0.39%)
Updated
Jan 22 closing price
Net Assets
453.83M
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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$35.31
Change+$0.05 (+0.14%)
VolumeN/A
Net Assets242.48B
NYLI Balanced
Price$30.68
Change-$0.12 (-0.39%)
VolumeN/A
Net Assets453.83M
CLBAX vs MBNBX Comparison Chart
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CLBAX vs. MBNBX commentary
Jan 23, 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 MBNBX is a Hold.

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FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 242B vs. MBNBX (454M). 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 : 12.42 vs. MBNBX (6.18). CLBAX return over 5 years is better than : 33.43 vs. MBNBX (1.39).
CLBAXMBNBXCLBAX / MBNBX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence23 years21 years-
Gain YTD3.0652.712113%
Front LoadN/AN/A-
Min. Initial Investment250100025%
Min. Initial Investment IRAN/AN/A-
Net Assets242B454M53,304%
Annual Yield % from dividends2.231.07208%
Returns for 1 year12.426.18201%
Returns for 3 years17.426.28278%
Returns for 5 years33.431.392,405%
Returns for 10 years69.31-2.54-2,728%
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