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CLBCX vs MBINX
CLBCX vs MBINX Comparison
Open Charts CLBCX vs MBINX
American Funds American Balanced 529C
Price$33.45
Change+$1.62 (+5.09%)
VolumeN/A
Net Assets217.49B
NYLI Balanced Investor Class
Price$29.87
Change+$1.11 (+3.86%)
VolumeN/A
Net Assets426.77M
CLBCX vs MBINX Comparison Chart
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CLBCX vs. MBINX commentary
Apr 11, 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: 217B vs. MBINX (427M). MBINX pays higher dividends than CLBCX: MBINX (1.76) vs CLBCX (1.22). CLBCX was incepted earlier than MBINX: CLBCX (23 years) vs MBINX (17 years). MBINX (1.45) is less costly to investors than CLBCX (1.37). MBINX is a more actively managed with annual turnover of: 230.00 vs. CLBCX (171.00). CLBCX has a lower initial minimum investment than MBINX: CLBCX (250) vs MBINX (1000). MBINX annual gain was more profitable for investors over the last year : -3.29 vs. CLBCX (-4.29). CLBCX return over 5 years is better than : 26.95 vs. MBINX (11.64).
| CLBCX | MBINX | CLBCX / MBINX | |
| Total Expense Ratio | 1.37 | 1.34 | 102% |
| Annual Report Gross Expense Ratio | 1.37 | 1.45 | 94% |
| Fund Existence | 23 years | 17 years | - |
| Gain YTD | -7.141 | -4.313 | 166% |
| Front Load | N/A | 3% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 217B | 427M | 50,820% |
| Annual Yield % from dividends | 1.22 | 1.76 | 69% |
| Returns for 1 year | -4.29 | -3.29 | 130% |
| Returns for 3 years | 3.74 | 0.92 | 407% |
| Returns for 5 years | 26.95 | 11.64 | 232% |
| Returns for 10 years | 40.09 | -5.12 | -783% |