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CLBFX vs IBNAX
CLBFX vs IBNAX Comparison
Open Charts CLBFX vs IBNAX
American Funds American Balanced 529F
Price$36.92
Change-$0.02 (-0.05%)
VolumeN/A
Net Assets253.12B
Macquarie Balanced Fund
Price$25.12
Change+$0.03 (+0.12%)
VolumeN/A
Net Assets1.59B
CLBFX vs IBNAX Comparison Chart in %
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CLBFX vs. IBNAX commentary
Aug 08, 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 CLBFX is a Buy and IBNAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 253B vs. IBNAX (1.59B). CLBFX pays higher dividends than IBNAX: CLBFX (1.97) vs IBNAX (1.02). CLBFX was incepted earlier than IBNAX: CLBFX (23 years) vs IBNAX (38 years). IBNAX (1.08) is less costly to investors than CLBFX (0.67). IBNAX is a more actively managed with annual turnover of: 76.00 vs. CLBFX (44.00). CLBFX has a lower initial minimum investment than IBNAX: CLBFX (250) vs IBNAX (1000). IBNAX annual gain was more profitable for investors over the last year : 15.15 vs. CLBFX (11.57). CLBFX return over 5 years is better than : 39.52 vs. IBNAX (6.45).
| CLBFX | IBNAX | CLBFX / IBNAX | |
| Total Expense Ratio | 0.67 | 1.06 | 63% |
| Annual Report Gross Expense Ratio | 0.67 | 1.08 | 62% |
| Fund Existence | 23 years | 38 years | - |
| Gain YTD | 8.669 | 7.439 | 117% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 253B | 1.59B | 15,902% |
| Annual Yield % from dividends | 1.97 | 1.02 | 194% |
| Returns for 1 year | 11.57 | 15.15 | 76% |
| Returns for 3 years | 32.58 | 9.64 | 338% |
| Returns for 5 years | 39.52 | 6.45 | 613% |
| Returns for 10 years | 79.50 | 8.15 | 975% |
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