CLBAX
Price
$38.32
Change
-$0.56 (-1.44%)
Updated
Feb 3 closing price
Net Assets
269.72B
MBINX
Price
$32.08
Change
-$0.05 (-0.16%)
Updated
Feb 3 closing price
Net Assets
454.38M
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CLBAX vs MBINX

Header iconCLBAX vs MBINX Comparison
Open Charts CLBAX vs MBINXBanner chart's image
American Funds American Balanced 529A
Price$38.32
Change-$0.56 (-1.44%)
VolumeN/A
Net Assets269.72B
NYLI Balanced Investor Class
Price$32.08
Change-$0.05 (-0.16%)
VolumeN/A
Net Assets454.38M
CLBAX vs MBINX Comparison Chart in %
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CLBAX vs. MBINX commentary
Feb 04, 2026

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 Hold and MBINX is a Buy.

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FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 270B vs. MBINX (454M). CLBAX pays higher dividends than MBINX: CLBAX (1.89) vs MBINX (1.71). 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: 201.00 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 : 11.35 vs. MBINX (4.71). CLBAX return over 5 years is better than : 37.40 vs. MBINX (2.82).
CLBAXMBINXCLBAX / MBINX
Total Expense Ratio0.581.3443%
Annual Report Gross Expense Ratio0.581.4540%
Fund Existence24 years18 years-
Gain YTD2.4601.906129%
Front Load4%3%140%
Min. Initial Investment250100025%
Min. Initial Investment IRAN/AN/A-
Net Assets270B454M59,471%
Annual Yield % from dividends1.891.71111%
Returns for 1 year11.354.71241%
Returns for 3 years36.7516.00230%
Returns for 5 years37.402.821,326%
Returns for 10 years100.8525.35398%
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