Interact to see
Advertisement
Advertisement
CLBFX vs IYBFX
CLBFX vs IYBFX Comparison
Open Charts CLBFX vs IYBFX
American Funds American Balanced 529F
Price$38.42
Change+$0.05 (+0.13%)
VolumeN/A
Net Assets262.75B
Macquarie Balanced Fund
Price$25.77
Change+$0.07 (+0.27%)
VolumeN/A
Net Assets2.05B
CLBFX vs IYBFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CLBFX vs. IYBFX commentary
Sep 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 Hold and IYBFX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 263B vs. IYBFX (2.05B). 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 : 10.21 vs. CLBFX (7.99). CLBFX return over 5 years is better than : 45.78 vs. IYBFX (8.10).
| 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 | 12.937 | 10.491 | 123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 2.05B | 12,836% |
| Annual Yield % from dividends | 1.94 | 0.85 | 229% |
| Returns for 1 year | 7.99 | 10.21 | 78% |
| Returns for 3 years | 52.80 | 23.76 | 222% |
| Returns for 5 years | 45.78 | 8.10 | 565% |
| Returns for 10 years | 94.28 | 14.52 | 649% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement