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CLBAX vs IBNYX
CLBAX vs IBNYX Comparison
Open Charts CLBAX vs IBNYX
American Funds American Balanced 529A
Price$37.60
Change+$0.04 (+0.11%)
VolumeN/A
Net Assets269.37B
Nomura Balanced Fund
Price$25.85
Change+$0.02 (+0.08%)
VolumeN/A
Net Assets2B
CLBAX vs IBNYX Comparison Chart in %
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CLBAX vs. IBNYX commentary
Dec 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 StrongBuy and IBNYX is a Buy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 269B vs. IBNYX (2B). CLBAX pays higher dividends than IBNYX: CLBAX (1.70) vs IBNYX (0.88). 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). IBNYX (9.20) and CLBAX (9.15) have marching annual gain over last year. CLBAX return over 5 years is better than : 36.56 vs. IBNYX (4.60).
| 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 | 10.739 | 10.725 | 100% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 2B | 13,443% |
| Annual Yield % from dividends | 1.70 | 0.88 | 192% |
| Returns for 1 year | 9.15 | 9.20 | 99% |
| Returns for 3 years | 38.03 | 49.05 | 78% |
| Returns for 5 years | 36.56 | 4.60 | 796% |
| Returns for 10 years | 84.88 | 18.92 | 449% |
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