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CLBFX vs IYBFX
CLBFX vs IYBFX Comparison
Open Charts CLBFX vs IYBFX
American Funds American Balanced 529F
Price$38.03
Change+$0.15 (+0.40%)
VolumeN/A
Net Assets259.11B
Macquarie Balanced Fund
Price$25.44
Change+$0.09 (+0.36%)
VolumeN/A
Net Assets2.04B
CLBFX vs IYBFX Comparison Chart in %
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CLBFX vs. IYBFX commentary
Sep 09, 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 IYBFX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 259B vs. IYBFX (2.04B). CLBFX pays higher dividends than IYBFX: CLBFX (1.94) vs IYBFX (0.85). CLBFX was incepted earlier than IYBFX: CLBFX (23 years) vs IYBFX (13 years). IYBFX (1.33) is less costly to investors than CLBFX (0.67). IYBFX is a more actively managed with annual turnover of: 76.00 vs. CLBFX (44.00). IYBFX has a lower initial minimum investment than CLBFX: IYBFX (0) vs CLBFX (250). IYBFX annual gain was more profitable for investors over the last year : 13.14 vs. CLBFX (11.47). CLBFX return over 5 years is better than : 43.09 vs. IYBFX (5.55).
| CLBFX | IYBFX | CLBFX / IYBFX | |
| Total Expense Ratio | 0.67 | 1.31 | 51% |
| Annual Report Gross Expense Ratio | 0.67 | 1.33 | 50% |
| Fund Existence | 23 years | 13 years | - |
| Gain YTD | 11.495 | 8.808 | 131% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 259B | 2.04B | 12,702% |
| Annual Yield % from dividends | 1.94 | 0.85 | 229% |
| Returns for 1 year | 11.47 | 13.14 | 87% |
| Returns for 3 years | 38.35 | 12.39 | 309% |
| Returns for 5 years | 43.09 | 5.55 | 777% |
| Returns for 10 years | 92.75 | 11.57 | 801% |
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