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CLBAX vs IYBIX
CLBAX vs IYBIX Comparison
Open Charts CLBAX vs IYBIX
American Funds American Balanced 529A
Price$38.32
Change-$0.56 (-1.44%)
VolumeN/A
Net Assets269.72B
Nomura Balanced Fund
Price$25.88
Change-$0.17 (-0.65%)
VolumeN/A
Net Assets1.97B
CLBAX vs IYBIX Comparison Chart in %
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CLBAX vs. IYBIX 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 IYBIX is a Buy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 270B vs. IYBIX (1.97B). CLBAX pays higher dividends than IYBIX: CLBAX (1.89) vs IYBIX (1.41). CLBAX was incepted earlier than IYBIX: CLBAX (24 years) vs IYBIX (19 years). IYBIX (0.84) 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). CLBAX annual gain was more profitable for investors over the last year : 11.35 vs. IYBIX (8.65). CLBAX return over 5 years is better than : 37.40 vs. IYBIX (3.27).
| CLBAX | IYBIX | CLBAX / IYBIX | |
| Total Expense Ratio | 0.58 | 0.73 | 79% |
| Annual Report Gross Expense Ratio | 0.58 | 0.84 | 69% |
| Fund Existence | 24 years | 19 years | - |
| Gain YTD | 2.460 | 0.897 | 274% |
| 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 | 1.41 | 134% |
| Returns for 1 year | 11.35 | 8.65 | 131% |
| Returns for 3 years | 36.75 | 41.78 | 88% |
| Returns for 5 years | 37.40 | 3.27 | 1,145% |
| Returns for 10 years | 100.85 | 31.40 | 321% |
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