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CLBAX vs MBERX
CLBAX vs MBERX Comparison
Open Charts CLBAX vs MBERX
American Funds American Balanced 529A
Price$38.98
Change-$0.49 (-1.24%)
VolumeN/A
Net Assets268.67B
NYLI Balanced Class R6
Price$32.38
Change-$0.23 (-0.71%)
VolumeN/A
Net Assets446.12M
CLBAX vs MBERX Comparison Chart in %
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CLBAX vs. MBERX commentary
Nov 14, 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 MBERX is a Buy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 269B vs. MBERX (446M). MBERX pays higher dividends than CLBAX: MBERX (2.23) vs CLBAX (1.73). CLBAX was incepted earlier than MBERX: CLBAX (24 years) vs MBERX (8 years). MBERX (0.74) is less costly to investors than CLBAX (0.58). MBERX is a more actively managed with annual turnover of: 230.00 vs. CLBAX (44.00). MBERX has a lower initial minimum investment than CLBAX: MBERX (0) vs CLBAX (250). CLBAX annual gain was more profitable for investors over the last year : 9.96 vs. MBERX (2.38). CLBAX return over 5 years is better than : 43.13 vs. MBERX (13.16).
| CLBAX | MBERX | CLBAX / MBERX | |
| Total Expense Ratio | 0.58 | 0.74 | 78% |
| Annual Report Gross Expense Ratio | 0.58 | 0.74 | 78% |
| Fund Existence | 24 years | 8 years | - |
| Gain YTD | 16.246 | 9.398 | 173% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 446M | 60,314% |
| Annual Yield % from dividends | 1.73 | 2.23 | 78% |
| Returns for 1 year | 9.96 | 2.38 | 419% |
| Returns for 3 years | 44.29 | 21.08 | 210% |
| Returns for 5 years | 43.13 | 13.16 | 328% |
| Returns for 10 years | 90.70 | N/A | - |
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