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CLBCX vs MBINX
CLBCX vs MBINX Comparison
Open Charts CLBCX vs MBINX
American Funds American Balanced 529C
Price$37.16
Change+$0.07 (+0.19%)
VolumeN/A
Net Assets254.37B
NYLI Balanced Investor Class
Price$31.56
Change+$0.11 (+0.35%)
VolumeN/A
Net Assets446.53M
CLBCX vs MBINX Comparison Chart in %
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CLBCX vs. MBINX commentary
Jul 27, 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 MBINX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 254B vs. MBINX (447M). MBINX pays higher dividends than CLBCX: MBINX (1.72) vs CLBCX (1.13). CLBCX was incepted earlier than MBINX: CLBCX (23 years) vs MBINX (17 years). MBINX (1.45) is less costly to investors than CLBCX (1.35). MBINX is a more actively managed with annual turnover of: 230.00 vs. CLBCX (44.00). CLBCX has a lower initial minimum investment than MBINX: CLBCX (250) vs MBINX (1000). CLBCX annual gain was more profitable for investors over the last year : 9.42 vs. MBINX (4.03). CLBCX return over 5 years is better than : 36.20 vs. MBINX (13.69).
| CLBCX | MBINX | CLBCX / MBINX | |
| Total Expense Ratio | 1.35 | 1.34 | 101% |
| Annual Report Gross Expense Ratio | 1.35 | 1.45 | 93% |
| Fund Existence | 23 years | 17 years | - |
| Gain YTD | 8.536 | 5.464 | 156% |
| Front Load | N/A | 3% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 447M | 56,823% |
| Annual Yield % from dividends | 1.13 | 1.72 | 66% |
| Returns for 1 year | 9.42 | 4.03 | 234% |
| Returns for 3 years | 32.73 | 16.92 | 193% |
| Returns for 5 years | 36.20 | 13.69 | 264% |
| Returns for 10 years | 64.69 | 7.27 | 890% |
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