Interact to see
Advertisement
Advertisement
CLBAX vs MBINX
CLBAX vs MBINX Comparison
Open Charts CLBAX vs MBINX
American Funds American Balanced 529A
Price$37.37
Change-$0.09 (-0.24%)
VolumeN/A
Net Assets256.26B
NYLI Balanced Investor Class
Price$31.59
Change-$0.04 (-0.13%)
VolumeN/A
Net Assets445.66M
CLBAX vs MBINX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CLBAX vs. MBINX commentary
Aug 17, 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: 256B vs. MBINX (446M). CLBAX pays higher dividends than MBINX: CLBAX (1.82) vs MBINX (1.72). CLBAX was incepted earlier than MBINX: CLBAX (24 years) vs MBINX (17 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 : 7.96 vs. MBINX (2.70). CLBAX return over 5 years is better than : 39.83 vs. MBINX (11.32).
| 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 | 17 years | - |
| Gain YTD | 9.747 | 5.564 | 175% |
| Front Load | 4% | 3% | 140% |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 446M | 57,399% |
| Annual Yield % from dividends | 1.82 | 1.72 | 106% |
| Returns for 1 year | 7.96 | 2.70 | 295% |
| Returns for 3 years | 30.56 | 12.19 | 251% |
| Returns for 5 years | 39.83 | 11.32 | 352% |
| Returns for 10 years | 78.78 | 6.29 | 1,253% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| GNT | 6.51 | 0.03 | +0.46% |
| GAMCO Natural Resources Gold & Income Trust | |||
| CPST | 26.47 | 0.11 | +0.41% |
| Calamos S&P 500 Str Alt Prt ETF-Sep | |||
| IBDQ | 25.14 | 0.02 | +0.08% |
| iShares iBonds Dec 2025 Term Corp ETF | |||
| IWFG | 52.90 | N/A | N/A |
| NYLI Winslow Focused Large Cap Gr ETF | |||
| FMAT | 52.10 | -0.09 | -0.17% |
| Fidelity MSCI Materials ETF | |||