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CLBCX vs MBINX
CLBCX vs MBINX Comparison
Open Charts CLBCX vs MBINX
American Funds American Balanced 529C
Price$38.95
Change+$0.05 (+0.13%)
VolumeN/A
Net Assets265.73B
NYLI Balanced Investor Class
Price$32.23
Change+$0.13 (+0.40%)
VolumeN/A
Net Assets450.96M
CLBCX vs MBINX Comparison Chart in %
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CLBCX vs. MBINX commentary
Oct 06, 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 Buy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 266B vs. MBINX (451M). MBINX pays higher dividends than CLBCX: MBINX (1.66) vs CLBCX (0.98). CLBCX was incepted earlier than MBINX: CLBCX (24 years) vs MBINX (18 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 : 8.95 vs. MBINX (2.66). CLBCX return over 5 years is better than : 41.36 vs. MBINX (14.86).
| CLBCX | MBINX | CLBCX / MBINX | |
| Total Expense Ratio | 1.35 | 1.34 | 101% |
| Annual Report Gross Expense Ratio | 1.35 | 1.45 | 93% |
| Fund Existence | 24 years | 18 years | - |
| Gain YTD | 13.764 | 8.140 | 169% |
| Front Load | N/A | 3% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 451M | 58,980% |
| Annual Yield % from dividends | 0.98 | 1.66 | 59% |
| Returns for 1 year | 8.95 | 2.66 | 336% |
| Returns for 3 years | 44.55 | 22.68 | 196% |
| Returns for 5 years | 41.36 | 14.86 | 278% |
| Returns for 10 years | 77.29 | 12.58 | 614% |
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