CLBAX
Price
$36.80
Change
+$0.18 (+0.49%)
Updated
Jul 3 closing price
Net Assets
252.39B
MBAIX
Price
$31.45
Change
+$0.07 (+0.22%)
Updated
Jul 3 closing price
Net Assets
446.37M
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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$36.80
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
NYLI Balanced
Price$31.45
Change+$0.07 (+0.22%)
VolumeN/A
Net Assets446.37M
CLBAX vs MBAIX Comparison Chart in %
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CLBAX vs. MBAIX commentary
Jul 07, 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: 252B vs. MBAIX (446M). 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 : 7.84 vs. MBAIX (6.23). CLBAX return over 5 years is better than : 43.26 vs. MBAIX (18.33).
CLBAXMBAIXCLBAX / MBAIX
Total Expense Ratio0.580.8370%
Annual Report Gross Expense Ratio0.580.8370%
Fund Existence23 years36 years-
Gain YTD8.0735.010161%
Front Load4%N/A-
Min. Initial Investment25010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets252B446M56,502%
Annual Yield % from dividends1.842.2283%
Returns for 1 year7.846.23126%
Returns for 3 years36.1419.89182%
Returns for 5 years43.2618.33236%
Returns for 10 years77.559.53814%
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