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CLBCX vs MBINX
CLBCX vs MBINX Comparison
Open Charts CLBCX vs MBINX
American Funds American Balanced 529C
Price$37.39
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
CLBCX vs MBINX Comparison Chart in %
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CLBCX 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 CLBCX is a Buy and MBINX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 256B vs. MBINX (446M). MBINX pays higher dividends than CLBCX: MBINX (1.72) vs CLBCX (1.12). CLBCX was incepted earlier than MBINX: CLBCX (24 years) vs MBINX (17 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 : 7.14 vs. MBINX (2.70). CLBCX return over 5 years is better than : 34.64 vs. MBINX (11.32).
| 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 | 17 years | - |
| Gain YTD | 9.208 | 5.564 | 165% |
| Front Load | N/A | 3% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 446M | 57,399% |
| Annual Yield % from dividends | 1.12 | 1.72 | 65% |
| Returns for 1 year | 7.14 | 2.70 | 264% |
| Returns for 3 years | 27.58 | 12.19 | 226% |
| Returns for 5 years | 34.64 | 11.32 | 306% |
| Returns for 10 years | 65.77 | 6.29 | 1,047% |
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