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CLBAX vs MBINX
CLBAX vs MBINX Comparison
Open Charts CLBAX vs MBINX
American Funds American Balanced 529A
Price$38.93
Change+$0.05 (+0.13%)
VolumeN/A
Net Assets265.62B
NYLI Balanced Investor Class
Price$31.98
Change+$0.08 (+0.25%)
VolumeN/A
Net Assets446.34M
CLBAX vs MBINX Comparison Chart in %
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CLBAX vs. MBINX commentary
Oct 19, 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: 266B vs. MBINX (446M). CLBAX pays higher dividends than MBINX: CLBAX (1.76) vs MBINX (1.66). 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 : 8.72 vs. MBINX (0.95). CLBAX return over 5 years is better than : 43.96 vs. MBINX (11.52).
| 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 | 14.656 | 7.301 | 201% |
| Front Load | 4% | 3% | 140% |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 446M | 59,641% |
| Annual Yield % from dividends | 1.76 | 1.66 | 106% |
| Returns for 1 year | 8.72 | 0.95 | 916% |
| Returns for 3 years | 51.33 | 22.93 | 224% |
| Returns for 5 years | 43.96 | 11.52 | 382% |
| Returns for 10 years | 88.01 | 10.14 | 868% |