Interact to see
Advertisement
Advertisement
CLBAX vs MBERX
CLBAX vs MBERX Comparison
Open Charts CLBAX vs MBERX
American Funds American Balanced 529A
Price$38.93
Change+$0.05 (+0.13%)
VolumeN/A
Net Assets265.62B
NYLI Balanced Class R6
Price$32.13
Change+$0.07 (+0.22%)
VolumeN/A
Net Assets446.34M
CLBAX vs MBERX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CLBAX vs. MBERX commentary
Oct 19, 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: 266B vs. MBERX (446M). MBERX pays higher dividends than CLBAX: MBERX (2.22) vs CLBAX (1.76). 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 : 8.72 vs. MBERX (1.52). CLBAX return over 5 years is better than : 43.96 vs. MBERX (14.89).
| 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 | 14.656 | 7.788 | 188% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 446M | 59,641% |
| Annual Yield % from dividends | 1.76 | 2.22 | 79% |
| Returns for 1 year | 8.72 | 1.52 | 572% |
| Returns for 3 years | 51.33 | 25.17 | 204% |
| Returns for 5 years | 43.96 | 14.89 | 295% |
| Returns for 10 years | 88.01 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| GSJY | 45.67 | 0.22 | +0.48% |
| Goldman Sachs ActiveBeta® Japan Eq ETF | |||
| QDPL | 41.74 | 0.16 | +0.38% |
| Pacer Metaurus US Lg Cp Dvd Mltp 400 ETF | |||
| QMMY | 24.45 | 0.05 | +0.20% |
| FT Vest Nasdaq-100 Mod Buffr ETF - May | |||
| RYSE | 22.66 | N/A | N/A |
| Cboe Vest 10 Yr Intst Rt Hdg ETF | |||
| YBTC | 38.10 | -0.77 | -1.98% |
| Roundhill Bitcoin Covered Cll Strat ETF | |||