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CLBAX vs IBNYX
CLBAX vs IBNYX Comparison
Open Charts CLBAX vs IBNYX
American Funds American Balanced 529A
Price$38.32
Change-$0.56 (-1.44%)
VolumeN/A
Net Assets269.72B
Nomura Balanced Fund
Price$25.85
Change-$0.18 (-0.69%)
VolumeN/A
Net Assets1.97B
CLBAX vs IBNYX Comparison Chart in %
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CLBAX vs. IBNYX commentary
Feb 05, 2026
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 CLBAX is a Hold and IBNYX is a Buy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 270B vs. IBNYX (1.97B). CLBAX pays higher dividends than IBNYX: CLBAX (1.89) vs IBNYX (1.13). CLBAX was incepted earlier than IBNYX: CLBAX (24 years) vs IBNYX (22 years). IBNYX (1.09) is less costly to investors than CLBAX (0.58). IBNYX is a more actively managed with annual turnover of: 76.00 vs. CLBAX (44.00). IBNYX has a lower initial minimum investment than CLBAX: IBNYX (0) vs CLBAX (250). CLBAX annual gain was more profitable for investors over the last year : 11.35 vs. IBNYX (8.33). CLBAX return over 5 years is better than : 37.40 vs. IBNYX (2.24).
| CLBAX | IBNYX | CLBAX / IBNYX | |
| Total Expense Ratio | 0.58 | 0.98 | 59% |
| Annual Report Gross Expense Ratio | 0.58 | 1.09 | 53% |
| Fund Existence | 24 years | 22 years | - |
| Gain YTD | 2.460 | 0.858 | 287% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 1.97B | 13,706% |
| Annual Yield % from dividends | 1.89 | 1.13 | 168% |
| Returns for 1 year | 11.35 | 8.33 | 136% |
| Returns for 3 years | 36.75 | 40.70 | 90% |
| Returns for 5 years | 37.40 | 2.24 | 1,667% |
| Returns for 10 years | 100.85 | 29.08 | 347% |
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