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CLBAX vs MBERX
CLBAX vs MBERX Comparison
Open Charts CLBAX vs MBERX
American Funds American Balanced 529A
Price$38.32
Change-$0.56 (-1.44%)
VolumeN/A
Net Assets269.72B
NYLI Balanced Class R6
Price$32.25
Change-$0.04 (-0.12%)
VolumeN/A
Net Assets454.38M
CLBAX vs MBERX Comparison Chart in %
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CLBAX vs. MBERX commentary
Feb 04, 2026
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 Hold and MBERX is a Buy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 270B vs. MBERX (454M). MBERX pays higher dividends than CLBAX: MBERX (2.27) vs CLBAX (1.89). 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: 201.00 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 : 11.35 vs. MBERX (5.35). CLBAX return over 5 years is better than : 37.40 vs. MBERX (6.03).
| 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 | 2.460 | 1.960 | 125% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 454M | 59,471% |
| Annual Yield % from dividends | 1.89 | 2.27 | 84% |
| Returns for 1 year | 11.35 | 5.35 | 212% |
| Returns for 3 years | 36.75 | 18.10 | 203% |
| Returns for 5 years | 37.40 | 6.03 | 620% |
| Returns for 10 years | 100.85 | N/A | - |
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