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CLBAX vs MBINX
CLBAX vs MBINX Comparison
Open Charts CLBAX vs MBINX
American Funds American Balanced 529A
Price$37.92
Change+$0.20 (+0.53%)
VolumeN/A
Net Assets257.73B
NYLI Balanced Investor Class
Price$32.10
Change+$0.18 (+0.56%)
VolumeN/A
Net Assets450.34M
CLBAX vs MBINX Comparison Chart in %
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CLBAX vs. MBINX commentary
Sep 07, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 258B vs. MBINX (450M). 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 : 9.95 vs. MBINX (3.14). CLBAX return over 5 years is better than : 41.54 vs. MBINX (13.46).
| 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 | 11.362 | 7.268 | 156% |
| Front Load | 4% | 3% | 140% |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 258B | 450M | 57,333% |
| Annual Yield % from dividends | 1.80 | 1.68 | 107% |
| Returns for 1 year | 9.95 | 3.14 | 317% |
| Returns for 3 years | 40.92 | 20.14 | 203% |
| Returns for 5 years | 41.54 | 13.46 | 309% |
| Returns for 10 years | 88.47 | 12.36 | 716% |
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