CLBAX
Price
$37.12
Change
+$0.07 (+0.19%)
Updated
Jul 25 closing price
Net Assets
254.37B
MBAIX
Price
$31.68
Change
+$0.11 (+0.35%)
Updated
Jul 25 closing price
Net Assets
446.53M
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CLBAX vs MBAIX

Header iconCLBAX vs MBAIX Comparison
Open Charts CLBAX vs MBAIXBanner chart's image
American Funds American Balanced 529A
Price$37.12
Change+$0.07 (+0.19%)
VolumeN/A
Net Assets254.37B
NYLI Balanced
Price$31.68
Change+$0.11 (+0.35%)
VolumeN/A
Net Assets446.53M
CLBAX vs MBAIX Comparison Chart in %
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CLBAX vs. MBAIX commentary
Jul 27, 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 Buy and MBAIX is a Buy.

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FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 254B vs. MBAIX (447M). MBAIX pays higher dividends than CLBAX: MBAIX (2.22) vs CLBAX (1.84). CLBAX was incepted earlier than MBAIX: CLBAX (23 years) vs MBAIX (36 years). MBAIX (0.83) is less costly to investors than CLBAX (0.58). MBAIX is a more actively managed with annual turnover of: 230.00 vs. CLBAX (44.00). CLBAX has a lower initial minimum investment than MBAIX: CLBAX (250) vs MBAIX (1000000). CLBAX annual gain was more profitable for investors over the last year : 10.23 vs. MBAIX (4.59). CLBAX return over 5 years is better than : 41.42 vs. MBAIX (16.51).
CLBAXMBAIXCLBAX / MBAIX
Total Expense Ratio0.580.8370%
Annual Report Gross Expense Ratio0.580.8370%
Fund Existence23 years36 years-
Gain YTD9.0135.778156%
Front Load4%N/A-
Min. Initial Investment25010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets254B447M56,823%
Annual Yield % from dividends1.842.2283%
Returns for 1 year10.234.59223%
Returns for 3 years35.7618.74191%
Returns for 5 years41.4216.51251%
Returns for 10 years77.5811.15696%
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