CLBFX
Price
$36.29
Change
+$0.27 (+0.75%)
Updated
Jun 26 closing price
Net Assets
247.64B
MBAIX
Price
$31.36
Change
+$0.18 (+0.58%)
Updated
Jun 26 closing price
Net Assets
440.77M
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CLBFX vs MBAIX

Header iconCLBFX vs MBAIX Comparison
Open Charts CLBFX vs MBAIXBanner chart's image
American Funds American Balanced 529F
Price$36.29
Change+$0.27 (+0.75%)
VolumeN/A
Net Assets247.64B
NYLI Balanced
Price$31.36
Change+$0.18 (+0.58%)
VolumeN/A
Net Assets440.77M
CLBFX vs MBAIX Comparison Chart in %
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CLBFX vs. MBAIX commentary
Jun 27, 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 MBAIX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 248B vs. MBAIX (441M). MBAIX pays higher dividends than CLBFX: MBAIX (2.27) vs CLBFX (2.07). CLBFX was incepted earlier than MBAIX: CLBFX (23 years) vs MBAIX (36 years). MBAIX (0.83) is less costly to investors than CLBFX (0.67). MBAIX is a more actively managed with annual turnover of: 230.00 vs. CLBFX (44.00). CLBFX has a lower initial minimum investment than MBAIX: CLBFX (250) vs MBAIX (1000000). CLBFX annual gain was more profitable for investors over the last year : 7.54 vs. MBAIX (5.58). CLBFX return over 5 years is better than : 45.76 vs. MBAIX (19.26).
CLBFXMBAIXCLBFX / MBAIX
Total Expense Ratio0.670.8381%
Annual Report Gross Expense Ratio0.670.8381%
Fund Existence23 years36 years-
Gain YTD6.8154.125165%
Front LoadN/AN/A-
Min. Initial Investment25010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets248B441M56,236%
Annual Yield % from dividends2.072.2791%
Returns for 1 year7.545.58135%
Returns for 3 years34.3418.52185%
Returns for 5 years45.7619.26238%
Returns for 10 years79.618.74911%
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