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CLBCX vs MBINX
CLBCX vs MBINX Comparison
Open Charts CLBCX vs MBINX
American Funds American Balanced 529C
Price$34.97
Change+$0.21 (+0.60%)
VolumeN/A
Net Assets240.18B
NYLI Balanced Investor Class
Price$30.99
Change+$0.08 (+0.26%)
VolumeN/A
Net Assets450.78M
CLBCX vs MBINX Comparison Chart
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CLBCX vs. MBINX commentary
Jan 19, 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 Hold.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 240B vs. MBINX (451M). MBINX pays higher dividends than CLBCX: MBINX (1.81) vs CLBCX (1.52). CLBCX was incepted earlier than MBINX: CLBCX (23 years) vs MBINX (17 years). MBINX is a more actively managed with annual turnover of: 313.00 vs. CLBCX (171.00). 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 : 11.42 vs. MBINX (7.24). CLBCX return over 5 years is better than : 26.62 vs. MBINX (4.04).
| CLBCX | MBINX | CLBCX / MBINX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 17 years | - |
| Gain YTD | 1.894 | 2.345 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 240B | 451M | 53,215% |
| Annual Yield % from dividends | 1.52 | 1.81 | 84% |
| Returns for 1 year | 11.42 | 7.24 | 158% |
| Returns for 3 years | 11.24 | 6.37 | 176% |
| Returns for 5 years | 26.62 | 4.04 | 659% |
| Returns for 10 years | 56.78 | 3.76 | 1,509% |
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