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CLBAX vs MBINX
CLBAX vs MBINX Comparison
Open Charts CLBAX vs MBINX
American Funds American Balanced 529A
Price$38.43
Change+$0.11 (+0.29%)
VolumeN/A
Net Assets262.75B
NYLI Balanced Investor Class
Price$32.04
Change+$0.15 (+0.47%)
VolumeN/A
Net Assets446.96M
CLBAX vs MBINX Comparison Chart in %
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CLBAX vs. MBINX commentary
Sep 28, 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 Hold and MBINX is a Buy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 263B vs. MBINX (447M). CLBAX pays higher dividends than MBINX: CLBAX (1.80) vs MBINX (1.68). 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 : 7.82 vs. MBINX (1.44). CLBAX return over 5 years is better than : 45.97 vs. MBINX (15.50).
| 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 | 12.860 | 7.068 | 182% |
| Front Load | 4% | 3% | 140% |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 447M | 58,837% |
| Annual Yield % from dividends | 1.80 | 1.68 | 107% |
| Returns for 1 year | 7.82 | 1.44 | 542% |
| Returns for 3 years | 51.69 | 26.69 | 194% |
| Returns for 5 years | 45.97 | 15.50 | 297% |
| Returns for 10 years | 95.16 | 15.31 | 622% |
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