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CLBAX vs IBNYX
CLBAX vs IBNYX Comparison
Open Charts CLBAX vs IBNYX
American Funds American Balanced 529A
Price$38.43
Change+$0.11 (+0.29%)
VolumeN/A
Net Assets262.04B
Macquarie Balanced Fund
Price$25.84
Change+$0.05 (+0.19%)
VolumeN/A
Net Assets2.05B
CLBAX vs IBNYX Comparison Chart in %
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CLBAX vs. IBNYX commentary
Sep 28, 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 CLBAX is a Hold and IBNYX is a Hold.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 262B vs. IBNYX (2.05B). CLBAX pays higher dividends than IBNYX: CLBAX (1.80) vs IBNYX (0.99). CLBAX was incepted earlier than IBNYX: CLBAX (24 years) vs IBNYX (22 years). IBNYX (1.08) 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). IBNYX annual gain was more profitable for investors over the last year : 10.35 vs. CLBAX (7.82). CLBAX return over 5 years is better than : 45.97 vs. IBNYX (10.69).
| CLBAX | IBNYX | CLBAX / IBNYX | |
| Total Expense Ratio | 0.58 | 1.06 | 55% |
| Annual Report Gross Expense Ratio | 0.58 | 1.08 | 54% |
| Fund Existence | 24 years | 22 years | - |
| Gain YTD | 12.860 | 10.682 | 120% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 262B | 2.05B | 12,805% |
| Annual Yield % from dividends | 1.80 | 0.99 | 181% |
| Returns for 1 year | 7.82 | 10.35 | 76% |
| Returns for 3 years | 51.69 | 24.24 | 213% |
| Returns for 5 years | 45.97 | 10.69 | 430% |
| Returns for 10 years | 95.16 | 20.72 | 459% |
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