Interact to see
Advertisement
Advertisement
CLBFX vs IYBFX
CLBFX vs IYBFX Comparison
Open Charts CLBFX vs IYBFX
American Funds American Balanced 529F
Price$38.57
Change-$0.17 (-0.44%)
VolumeN/A
Net Assets263.89B
Macquarie Balanced Fund
Price$25.45
Change-$0.16 (-0.62%)
VolumeN/A
Net Assets2B
CLBFX vs IYBFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CLBFX vs. IYBFX commentary
Nov 20, 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 Hold.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 264B vs. IYBFX (2B). CLBFX pays higher dividends than IYBFX: CLBFX (1.86) vs IYBFX (0.75). CLBFX was incepted earlier than IYBFX: CLBFX (23 years) vs IYBFX (13 years). IYBFX (1.34) 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). CLBFX annual gain was more profitable for investors over the last year : 8.95 vs. IYBFX (8.26). CLBFX return over 5 years is better than : 40.97 vs. IYBFX (0.87).
| CLBFX | IYBFX | CLBFX / IYBFX | |
| Total Expense Ratio | 0.67 | 1.23 | 54% |
| Annual Report Gross Expense Ratio | 0.67 | 1.34 | 50% |
| Fund Existence | 23 years | 13 years | - |
| Gain YTD | 13.881 | 9.416 | 147% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 264B | 2B | 13,207% |
| Annual Yield % from dividends | 1.86 | 0.75 | 247% |
| Returns for 1 year | 8.95 | 8.26 | 108% |
| Returns for 3 years | 42.00 | 14.47 | 290% |
| Returns for 5 years | 40.97 | 0.87 | 4,724% |
| Returns for 10 years | 86.36 | 7.64 | 1,130% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement