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CLBCX vs MBINX
CLBCX vs MBINX Comparison
Open Charts CLBCX vs MBINX
American Funds American Balanced 529C
Price$37.64
Change+$0.14 (+0.37%)
VolumeN/A
Net Assets269.37B
NYLI Balanced Investor Class
Price$31.72
Change+$0.02 (+0.06%)
VolumeN/A
Net Assets455.2M
CLBCX vs MBINX Comparison Chart in %
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CLBCX vs. MBINX commentary
Dec 27, 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 MBINX is a Buy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 269B vs. MBINX (455M). MBINX pays higher dividends than CLBCX: MBINX (1.62) vs CLBCX (1.02). 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 : 8.57 vs. MBINX (5.87). CLBCX return over 5 years is better than : 31.60 vs. MBINX (4.79).
| 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 | 10.024 | 6.361 | 158% |
| Front Load | N/A | 3% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 455M | 59,121% |
| Annual Yield % from dividends | 1.02 | 1.62 | 63% |
| Returns for 1 year | 8.57 | 5.87 | 146% |
| Returns for 3 years | 34.81 | 17.20 | 202% |
| Returns for 5 years | 31.60 | 4.79 | 660% |
| Returns for 10 years | 72.29 | 16.41 | 441% |
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