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CLBFX vs IBNAX
CLBFX vs IBNAX Comparison
Open Charts CLBFX vs IBNAX
American Funds American Balanced 529F
Price$37.48
Change-$0.14 (-0.37%)
VolumeN/A
Net Assets255.46B
Macquarie Balanced Fund
Price$25.31
Change-$0.13 (-0.51%)
VolumeN/A
Net Assets2.03B
CLBFX vs IBNAX Comparison Chart in %
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CLBFX vs. IBNAX commentary
Aug 30, 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 Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 255B vs. IBNAX (2.03B). 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 : 11.03 vs. CLBFX (7.87). CLBFX return over 5 years is better than : 39.80 vs. IBNAX (5.36).
| 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 | 10.318 | 8.807 | 117% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 255B | 2.03B | 12,574% |
| Annual Yield % from dividends | 1.97 | 1.02 | 194% |
| Returns for 1 year | 7.87 | 11.03 | 71% |
| Returns for 3 years | 37.88 | 14.14 | 268% |
| Returns for 5 years | 39.80 | 5.36 | 743% |
| Returns for 10 years | 93.56 | 16.59 | 564% |
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