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CLBAX vs MBERX
CLBAX vs MBERX Comparison
Open Charts CLBAX vs MBERX
American Funds American Balanced 529A
Price$35.56
Change-$0.31 (-0.86%)
VolumeN/A
Net Assets244.39B
NYLI Balanced Class R6
Price$31.06
Change-$0.21 (-0.67%)
VolumeN/A
Net Assets438.56M
CLBAX vs MBERX Comparison Chart
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CLBAX vs. MBERX commentary
Jun 16, 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: 244B vs. MBERX (439M). MBERX pays higher dividends than CLBAX: MBERX (2.35) vs CLBAX (1.91). CLBAX was incepted earlier than MBERX: CLBAX (23 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 : 5.26 vs. MBERX (4.79). CLBAX return over 5 years is better than : 40.12 vs. MBERX (16.56).
| CLBAX | MBERX | CLBAX / MBERX | |
| Total Expense Ratio | 0.58 | 0.74 | 78% |
| Annual Report Gross Expense Ratio | 0.58 | 0.74 | 78% |
| Fund Existence | 23 years | 8 years | - |
| Gain YTD | 4.431 | 3.015 | 147% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244B | 439M | 55,581% |
| Annual Yield % from dividends | 1.91 | 2.35 | 81% |
| Returns for 1 year | 5.26 | 4.79 | 110% |
| Returns for 3 years | 33.60 | 20.11 | 167% |
| Returns for 5 years | 40.12 | 16.56 | 242% |
| Returns for 10 years | 70.29 | N/A | - |
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