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CLBCX vs MBINX
CLBCX vs MBINX Comparison
Open Charts CLBCX vs MBINX
American Funds American Balanced 529C
Price$38.64
Change-$0.17 (-0.44%)
VolumeN/A
Net Assets263.89B
NYLI Balanced Investor Class
Price$31.98
Change+$0.08 (+0.25%)
VolumeN/A
Net Assets441.18M
CLBCX vs MBINX Comparison Chart in %
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CLBCX vs. MBINX commentary
Nov 20, 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 Hold and MBINX is a Hold.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 264B vs. MBINX (441M). MBINX pays higher dividends than CLBCX: MBINX (1.66) vs CLBCX (1.04). 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 : 7.99 vs. MBINX (0.73). CLBCX return over 5 years is better than : 34.64 vs. MBINX (7.61).
| 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 | 12.947 | 7.301 | 177% |
| Front Load | N/A | 3% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 264B | 441M | 59,864% |
| Annual Yield % from dividends | 1.04 | 1.66 | 63% |
| Returns for 1 year | 7.99 | 0.73 | 1,090% |
| Returns for 3 years | 38.12 | 17.46 | 218% |
| Returns for 5 years | 34.64 | 7.61 | 455% |
| Returns for 10 years | 69.55 | 9.83 | 707% |