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CLBAX vs IYBIX
CLBAX vs IYBIX Comparison
Open Charts CLBAX vs IYBIX
American Funds American Balanced 529A
Price$38.43
Change+$0.11 (+0.29%)
VolumeN/A
Net Assets262.75B
Macquarie Balanced Fund
Price$25.86
Change+$0.06 (+0.23%)
VolumeN/A
Net Assets2.05B
CLBAX vs IYBIX Comparison Chart in %
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CLBAX vs. IYBIX 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 IYBIX is a Hold.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 263B vs. IYBIX (2.05B). CLBAX pays higher dividends than IYBIX: CLBAX (1.80) vs IYBIX (1.18). CLBAX was incepted earlier than IYBIX: CLBAX (24 years) vs IYBIX (19 years). IYBIX (0.83) is less costly to investors than CLBAX (0.58). IYBIX is a more actively managed with annual turnover of: 76.00 vs. CLBAX (44.00). IYBIX has a lower initial minimum investment than CLBAX: IYBIX (0) vs CLBAX (250). IYBIX annual gain was more profitable for investors over the last year : 10.66 vs. CLBAX (7.82). CLBAX return over 5 years is better than : 45.97 vs. IYBIX (11.78).
| CLBAX | IYBIX | CLBAX / IYBIX | |
| Total Expense Ratio | 0.58 | 0.81 | 72% |
| Annual Report Gross Expense Ratio | 0.58 | 0.83 | 70% |
| Fund Existence | 24 years | 19 years | - |
| Gain YTD | 12.860 | 10.938 | 118% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 2.05B | 12,836% |
| Annual Yield % from dividends | 1.80 | 1.18 | 153% |
| Returns for 1 year | 7.82 | 10.66 | 73% |
| Returns for 3 years | 51.69 | 25.14 | 206% |
| Returns for 5 years | 45.97 | 11.78 | 390% |
| Returns for 10 years | 95.16 | 22.79 | 418% |
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