CLBAX
Price
$38.43
Change
+$0.11 (+0.29%)
Updated
Sep 26 closing price
Net Assets
262.75B
MBNAX
Price
$32.05
Change
+$0.15 (+0.47%)
Updated
Sep 26 closing price
Net Assets
446.96M
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CLBAX vs MBNAX

Header iconCLBAX vs MBNAX Comparison
Open Charts CLBAX vs MBNAXBanner chart's image
American Funds American Balanced 529A
Price$38.43
Change+$0.11 (+0.29%)
VolumeN/A
Net Assets262.75B
NYLI Balanced
Price$32.05
Change+$0.15 (+0.47%)
VolumeN/A
Net Assets446.96M
CLBAX vs MBNAX Comparison Chart in %
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CLBAX vs. MBNAX commentary
Sep 29, 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 MBNAX is a Buy.

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FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 263B vs. MBNAX (447M). MBNAX pays higher dividends than CLBAX: MBNAX (1.94) vs CLBAX (1.80). CLBAX was incepted earlier than MBNAX: CLBAX (24 years) vs MBNAX (22 years). MBNAX (1.08) is less costly to investors than CLBAX (0.58). MBNAX is a more actively managed with annual turnover of: 230.00 vs. CLBAX (44.00). CLBAX initial investment is less costly to investors than MBNAX (3%) vs MBNAX (3%). CLBAX has a lower initial minimum investment than MBNAX: CLBAX (250) vs MBNAX (15000). CLBAX annual gain was more profitable for investors over the last year : 7.82 vs. MBNAX (1.72). CLBAX return over 5 years is better than : 45.97 vs. MBNAX (16.91).
CLBAXMBNAXCLBAX / MBNAX
Total Expense Ratio0.581.0854%
Annual Report Gross Expense Ratio0.581.0854%
Fund Existence24 years22 years-
Gain YTD12.8607.277177%
Front Load4%3%117%
Min. Initial Investment250150002%
Min. Initial Investment IRAN/AN/A-
Net Assets263B447M58,837%
Annual Yield % from dividends1.801.9493%
Returns for 1 year7.821.72455%
Returns for 3 years51.6927.70187%
Returns for 5 years45.9716.91272%
Returns for 10 years95.1617.26551%
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