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CLBCX vs MBINX
CLBCX vs MBINX Comparison
Open Charts CLBCX vs MBINX
American Funds American Balanced 529C
Price$35.27
Change-$0.35 (-0.98%)
VolumeN/A
Net Assets244.57B
NYLI Balanced Investor Class
Price$31.12
Change-$0.22 (-0.70%)
VolumeN/A
Net Assets452.81M
CLBCX vs MBINX Comparison Chart
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CLBCX vs. MBINX commentary
Feb 22, 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: 245B vs. MBINX (453M). 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 : 11.02 vs. MBINX (7.00). CLBCX return over 5 years is better than : 28.50 vs. MBINX (5.18).
| 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 | 4.050 | 3.501 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 245B | 453M | 54,084% |
| Annual Yield % from dividends | 1.52 | 1.81 | 84% |
| Returns for 1 year | 11.02 | 7.00 | 157% |
| Returns for 3 years | 17.04 | 9.43 | 181% |
| Returns for 5 years | 28.50 | 5.18 | 550% |
| Returns for 10 years | 56.03 | 2.45 | 2,290% |
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