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CLBFX vs IYBFX
CLBFX vs IYBFX Comparison
Open Charts CLBFX vs IYBFX
American Funds American Balanced 529F
Price$37.32
Change-$0.09 (-0.24%)
VolumeN/A
Net Assets256.26B
Macquarie Balanced Fund
Price$25.16
Change-$0.12 (-0.47%)
VolumeN/A
Net Assets1.6B
CLBFX vs IYBFX Comparison Chart in %
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CLBFX vs. IYBFX commentary
Aug 18, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 256B vs. IYBFX (1.6B). CLBFX pays higher dividends than IYBFX: CLBFX (1.97) vs IYBFX (0.86). 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 : 10.92 vs. CLBFX (8.11). CLBFX return over 5 years is better than : 40.98 vs. IYBFX (5.26).
| 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 | 9.847 | 7.993 | 123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 1.6B | 15,960% |
| Annual Yield % from dividends | 1.97 | 0.86 | 230% |
| Returns for 1 year | 8.11 | 10.92 | 74% |
| Returns for 3 years | 31.15 | 6.71 | 464% |
| Returns for 5 years | 40.98 | 5.26 | 779% |
| Returns for 10 years | 82.32 | 6.84 | 1,204% |
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