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CLBCX vs MBINX
CLBCX vs MBINX Comparison
Open Charts CLBCX vs MBINX
American Funds American Balanced 529C
Price$38.49
Change+$0.11 (+0.29%)
VolumeN/A
Net Assets262.75B
NYLI Balanced Investor Class
Price$32.04
Change+$0.15 (+0.47%)
VolumeN/A
Net Assets446.96M
CLBCX vs MBINX Comparison Chart in %
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CLBCX vs. MBINX commentary
Sep 28, 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 Hold and MBINX is a Buy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 263B vs. MBINX (447M). MBINX pays higher dividends than CLBCX: MBINX (1.68) vs CLBCX (1.11). CLBCX was incepted earlier than MBINX: CLBCX (24 years) vs MBINX (18 years). MBINX (1.45) is less costly to investors than CLBCX (1.35). MBINX is a more actively managed with annual turnover of: 230.00 vs. CLBCX (44.00). CLBCX has a lower initial minimum investment than MBINX: CLBCX (250) vs MBINX (1000). CLBCX annual gain was more profitable for investors over the last year : 7.19 vs. MBINX (1.44). CLBCX return over 5 years is better than : 40.81 vs. MBINX (15.50).
| CLBCX | MBINX | CLBCX / MBINX | |
| Total Expense Ratio | 1.35 | 1.34 | 101% |
| Annual Report Gross Expense Ratio | 1.35 | 1.45 | 93% |
| Fund Existence | 24 years | 18 years | - |
| Gain YTD | 12.421 | 7.068 | 176% |
| Front Load | N/A | 3% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 447M | 58,837% |
| Annual Yield % from dividends | 1.11 | 1.68 | 66% |
| Returns for 1 year | 7.19 | 1.44 | 499% |
| Returns for 3 years | 48.53 | 26.69 | 182% |
| Returns for 5 years | 40.81 | 15.50 | 263% |
| Returns for 10 years | 81.37 | 15.31 | 532% |