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CLBCX vs IYBFX
CLBCX vs IYBFX Comparison
Open Charts CLBCX vs IYBFX
American Funds American Balanced 529C
Price$37.39
Change-$0.09 (-0.24%)
VolumeN/A
Net Assets256.26B
Macquarie Balanced Fund
Price$25.16
Change-$0.12 (-0.47%)
VolumeN/A
Net Assets1.6B
CLBCX vs IYBFX Comparison Chart in %
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CLBCX vs. IYBFX commentary
Aug 18, 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 CLBCX is a Buy and IYBFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 256B vs. IYBFX (1.6B). CLBCX pays higher dividends than IYBFX: CLBCX (1.12) vs IYBFX (0.86). CLBCX was incepted earlier than IYBFX: CLBCX (24 years) vs IYBFX (13 years). CLBCX (1.35) and IYBFX (1.33) have similar cost to investors . IYBFX is a more actively managed with annual turnover of: 76.00 vs. CLBCX (44.00). IYBFX has a lower initial minimum investment than CLBCX: IYBFX (0) vs CLBCX (250). IYBFX annual gain was more profitable for investors over the last year : 10.92 vs. CLBCX (7.14). CLBCX return over 5 years is better than : 34.64 vs. IYBFX (5.26).
| CLBCX | IYBFX | CLBCX / IYBFX | |
| Total Expense Ratio | 1.35 | 1.31 | 103% |
| Annual Report Gross Expense Ratio | 1.35 | 1.33 | 102% |
| Fund Existence | 24 years | 13 years | - |
| Gain YTD | 9.208 | 7.993 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 1.6B | 15,960% |
| Annual Yield % from dividends | 1.12 | 0.86 | 131% |
| Returns for 1 year | 7.14 | 10.92 | 65% |
| Returns for 3 years | 27.58 | 6.71 | 411% |
| Returns for 5 years | 34.64 | 5.26 | 658% |
| Returns for 10 years | 65.77 | 6.84 | 962% |
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