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CLBAX vs MBINX
CLBAX vs MBINX Comparison
Open Charts CLBAX vs MBINX
American Funds American Balanced 529A
Price$38.98
Change-$0.49 (-1.24%)
VolumeN/A
Net Assets268.67B
NYLI Balanced Investor Class
Price$32.21
Change-$0.23 (-0.71%)
VolumeN/A
Net Assets446.12M
CLBAX vs MBINX Comparison Chart in %
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CLBAX vs. MBINX commentary
Nov 14, 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 MBINX is a Buy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 269B vs. MBINX (446M). CLBAX (1.73) and MBINX (1.66) have matching dividends . CLBAX was incepted earlier than MBINX: CLBAX (24 years) vs MBINX (18 years). MBINX (1.45) is less costly to investors than CLBAX (0.58). MBINX is a more actively managed with annual turnover of: 230.00 vs. CLBAX (44.00). CLBAX initial investment is less costly to investors than MBINX (3%) vs MBINX (3%). CLBAX has a lower initial minimum investment than MBINX: CLBAX (250) vs MBINX (1000). CLBAX annual gain was more profitable for investors over the last year : 9.96 vs. MBINX (1.77). CLBAX return over 5 years is better than : 43.13 vs. MBINX (9.81).
| CLBAX | MBINX | CLBAX / MBINX | |
| Total Expense Ratio | 0.58 | 1.34 | 43% |
| Annual Report Gross Expense Ratio | 0.58 | 1.45 | 40% |
| Fund Existence | 24 years | 18 years | - |
| Gain YTD | 16.246 | 8.844 | 184% |
| Front Load | 4% | 3% | 140% |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 446M | 60,314% |
| Annual Yield % from dividends | 1.73 | 1.66 | 104% |
| Returns for 1 year | 9.96 | 1.77 | 562% |
| Returns for 3 years | 44.29 | 18.90 | 234% |
| Returns for 5 years | 43.13 | 9.81 | 440% |
| Returns for 10 years | 90.70 | 13.42 | 676% |
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