CLBCX
Price
$37.64
Change
+$0.14 (+0.37%)
Updated
Dec 24 closing price
Net Assets
269.37B
MBAIX
Price
$31.81
Change
+$0.07 (+0.22%)
Updated
Dec 24 closing price
Net Assets
455.2M
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CLBCX vs MBAIX

Header iconCLBCX vs MBAIX Comparison
Open Charts CLBCX vs MBAIXBanner chart's image
American Funds American Balanced 529C
Price$37.64
Change+$0.14 (+0.37%)
VolumeN/A
Net Assets269.37B
NYLI Balanced
Price$31.81
Change+$0.07 (+0.22%)
VolumeN/A
Net Assets455.2M
CLBCX vs MBAIX Comparison Chart in %
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CLBCX vs. MBAIX commentary
Dec 26, 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 CLBCX is a StrongBuy and MBAIX is a Buy.

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FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 269B vs. MBAIX (455M). MBAIX pays higher dividends than CLBCX: MBAIX (2.10) vs CLBCX (1.02). CLBCX was incepted earlier than MBAIX: CLBCX (24 years) vs MBAIX (37 years). CLBCX (1.35) is less costly to investors than MBAIX (0.83). MBAIX is a more actively managed with annual turnover of: 230.00 vs. CLBCX (44.00). CLBCX has a lower initial minimum investment than MBAIX: CLBCX (250) vs MBAIX (1000000). CLBCX annual gain was more profitable for investors over the last year : 8.57 vs. MBAIX (6.29). CLBCX return over 5 years is better than : 31.60 vs. MBAIX (7.46).
CLBCXMBAIXCLBCX / MBAIX
Total Expense Ratio1.350.83163%
Annual Report Gross Expense Ratio1.350.83163%
Fund Existence24 years37 years-
Gain YTD10.0246.785148%
Front LoadN/AN/A-
Min. Initial Investment25010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets269B455M59,121%
Annual Yield % from dividends1.022.1049%
Returns for 1 year8.576.29136%
Returns for 3 years34.8118.88184%
Returns for 5 years31.607.46424%
Returns for 10 years72.2920.70349%
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