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CLBAX vs MBERX
CLBAX vs MBERX Comparison
Open Charts CLBAX vs MBERX
American Funds American Balanced 529A
Price$37.92
Change+$0.20 (+0.53%)
VolumeN/A
Net Assets259.11B
NYLI Balanced Class R6
Price$32.29
Change+$0.18 (+0.56%)
VolumeN/A
Net Assets449.4M
CLBAX vs MBERX Comparison Chart in %
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CLBAX vs. MBERX commentary
Sep 09, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 259B vs. MBERX (449M). MBERX pays higher dividends than CLBAX: MBERX (2.24) vs CLBAX (1.80). 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 : 9.95 vs. MBERX (3.62). CLBAX return over 5 years is better than : 41.54 vs. MBERX (16.53).
| 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 | 11.362 | 7.519 | 151% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 259B | 449M | 57,684% |
| Annual Yield % from dividends | 1.80 | 2.24 | 80% |
| Returns for 1 year | 9.95 | 3.62 | 275% |
| Returns for 3 years | 40.92 | 22.14 | 185% |
| Returns for 5 years | 41.54 | 16.53 | 251% |
| Returns for 10 years | 88.47 | N/A | - |
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