Interact to see
Advertisement
Advertisement
CLBFX vs IBNCX
CLBFX vs IBNCX Comparison
Open Charts CLBFX vs IBNCX
American Funds American Balanced 529F
Price$37.88
Change+$0.20 (+0.53%)
VolumeN/A
Net Assets257.73B
Macquarie Balanced Fund
Price$24.91
Change-$0.01 (-0.04%)
VolumeN/A
Net Assets2.04B
CLBFX vs IBNCX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CLBFX vs. IBNCX commentary
Sep 06, 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 IBNCX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 258B vs. IBNCX (2.04B). CLBFX pays higher dividends than IBNCX: CLBFX (1.94) vs IBNCX (0.49). CLBFX was incepted earlier than IBNCX: CLBFX (23 years) vs IBNCX (22 years). IBNCX (1.83) is less costly to investors than CLBFX (0.67). IBNCX is a more actively managed with annual turnover of: 76.00 vs. CLBFX (44.00). CLBFX has a lower initial minimum investment than IBNCX: CLBFX (250) vs IBNCX (1000). IBNCX annual gain was more profitable for investors over the last year : 11.39 vs. CLBFX (10.11). CLBFX return over 5 years is better than : 42.70 vs. IBNCX (2.35).
| CLBFX | IBNCX | CLBFX / IBNCX | |
| Total Expense Ratio | 0.67 | 1.81 | 37% |
| Annual Report Gross Expense Ratio | 0.67 | 1.83 | 37% |
| Fund Existence | 23 years | 22 years | - |
| Gain YTD | 11.495 | 8.452 | 136% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 258B | 2.04B | 12,641% |
| Annual Yield % from dividends | 1.94 | 0.49 | 399% |
| Returns for 1 year | 10.11 | 11.39 | 89% |
| Returns for 3 years | 41.65 | 13.05 | 319% |
| Returns for 5 years | 42.70 | 2.35 | 1,815% |
| Returns for 10 years | 92.18 | 6.90 | 1,335% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement