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CLBAX vs MBERX
CLBAX vs MBERX Comparison
Open Charts CLBAX vs MBERX
American Funds American Balanced 529A
Price$37.60
Change+$0.04 (+0.11%)
VolumeN/A
Net Assets269.37B
NYLI Balanced Class R6
Price$31.88
Change+$0.03 (+0.09%)
VolumeN/A
Net Assets455.39M
CLBAX vs MBERX Comparison Chart in %
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CLBAX vs. MBERX commentary
Dec 29, 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 MBERX is a Buy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 269B vs. MBERX (455M). MBERX pays higher dividends than CLBAX: MBERX (2.17) vs CLBAX (1.70). 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 : 9.15 vs. MBERX (6.35). CLBAX return over 5 years is better than : 36.56 vs. MBERX (8.04).
| 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 | 10.739 | 6.949 | 155% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 455M | 59,121% |
| Annual Yield % from dividends | 1.70 | 2.17 | 78% |
| Returns for 1 year | 9.15 | 6.35 | 144% |
| Returns for 3 years | 38.03 | 19.51 | 195% |
| Returns for 5 years | 36.56 | 8.04 | 455% |
| Returns for 10 years | 84.88 | N/A | - |
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