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CLBAX vs MBERX
CLBAX vs MBERX Comparison
Open Charts CLBAX vs MBERX
American Funds American Balanced 529A
Price$39.77
Change+$0.11 (+0.28%)
VolumeN/A
Net Assets269.37B
NYLI Balanced Class R6
Price$33.04
Change+$0.29 (+0.89%)
VolumeN/A
Net Assets453.94M
CLBAX vs MBERX Comparison Chart in %
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CLBAX vs. MBERX commentary
Dec 04, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 269B vs. MBERX (454M). 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 : 9.31 vs. MBERX (1.69). CLBAX return over 5 years is better than : 40.94 vs. MBERX (10.92).
| 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 | 16.599 | 9.868 | 168% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 454M | 59,251% |
| Annual Yield % from dividends | 1.70 | 2.17 | 78% |
| Returns for 1 year | 9.31 | 1.69 | 549% |
| Returns for 3 years | 40.94 | 19.29 | 212% |
| Returns for 5 years | 40.94 | 10.92 | 375% |
| Returns for 10 years | 86.94 | N/A | - |
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