CLBAX
Price
$39.66
Change
+$0.07 (+0.18%)
Updated
Dec 2 closing price
Net Assets
271.11B
MBACX
Price
$32.10
Change
+$0.01 (+0.03%)
Updated
Dec 2 closing price
Net Assets
450.3M
Interact to see
Advertisement

CLBAX vs MBACX

Header iconCLBAX vs MBACX Comparison
Open Charts CLBAX vs MBACXBanner chart's image
American Funds American Balanced 529A
Price$39.66
Change+$0.07 (+0.18%)
VolumeN/A
Net Assets271.11B
NYLI Balanced
Price$32.10
Change+$0.01 (+0.03%)
VolumeN/A
Net Assets450.3M
CLBAX vs MBACX Comparison Chart in %
View a ticker or compare two or three
VS
CLBAX vs. MBACX commentary
Dec 04, 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 MBACX is a StrongBuy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 271B vs. MBACX (450M). CLBAX pays higher dividends than MBACX: CLBAX (1.70) vs MBACX (0.86). CLBAX was incepted earlier than MBACX: CLBAX (24 years) vs MBACX (23 years). MBACX (2.20) is less costly to investors than CLBAX (0.58). MBACX is a more actively managed with annual turnover of: 230.00 vs. CLBAX (44.00). CLBAX has a lower initial minimum investment than MBACX: CLBAX (250) vs MBACX (1000). CLBAX annual gain was more profitable for investors over the last year : 9.31 vs. MBACX (0.26). CLBAX return over 5 years is better than : 40.94 vs. MBACX (3.36).
CLBAXMBACXCLBAX / MBACX
Total Expense Ratio0.582.0928%
Annual Report Gross Expense Ratio0.582.2026%
Fund Existence24 years23 years-
Gain YTD16.5998.485196%
Front Load4%N/A-
Min. Initial Investment250100025%
Min. Initial Investment IRAN/AN/A-
Net Assets271B450M60,222%
Annual Yield % from dividends1.700.86197%
Returns for 1 year9.310.263,599%
Returns for 3 years40.9414.43284%
Returns for 5 years40.943.361,219%
Returns for 10 years86.945.211,670%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
BUFQ35.590.11
+0.31%
FT Vest Laddered Nasdaq Buffer ETF
AREA18.86N/A
N/A
Harbor AlphaEdge Next Generatn REITs ETF
QVOY28.58-0.07
-0.24%
Q3 All-Season Active Rotation ETF
XUDV26.43-0.08
-0.31%
Franklin U.S. Dividend Mltplr Idx ETF
RAAX35.36-0.20
-0.56%
VanEck Real Assets ETF