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CLBAX vs IYBIX
CLBAX vs IYBIX Comparison
Open Charts CLBAX vs IYBIX
American Funds American Balanced 529A
Price$37.60
Change+$0.04 (+0.11%)
VolumeN/A
Net Assets269.37B
Nomura Balanced Fund
Price$25.87
Change+$0.02 (+0.08%)
VolumeN/A
Net Assets2B
CLBAX vs IYBIX Comparison Chart in %
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CLBAX vs. IYBIX 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 IYBIX is a Buy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 269B vs. IYBIX (2B). CLBAX pays higher dividends than IYBIX: CLBAX (1.70) vs IYBIX (1.11). 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). IYBIX (9.40) and CLBAX (9.15) have marching annual gain over last year. CLBAX return over 5 years is better than : 36.56 vs. IYBIX (5.54).
| 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 | 10.739 | 10.981 | 98% |
| 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 | 1.11 | 153% |
| Returns for 1 year | 9.15 | 9.40 | 97% |
| Returns for 3 years | 38.03 | 50.13 | 76% |
| Returns for 5 years | 36.56 | 5.54 | 660% |
| Returns for 10 years | 84.88 | 20.94 | 405% |
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