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CLBCX vs MBINX
CLBCX vs MBINX Comparison
Open Charts CLBCX vs MBINX
American Funds American Balanced 529C
Price$38.97
Change+$0.03 (+0.08%)
VolumeN/A
Net Assets265.62B
NYLI Balanced Investor Class
Price$31.98
Change+$0.08 (+0.25%)
VolumeN/A
Net Assets446.34M
CLBCX vs MBINX Comparison Chart in %
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CLBCX vs. MBINX commentary
Oct 19, 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 Buy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 266B vs. MBINX (446M). MBINX pays higher dividends than CLBCX: MBINX (1.66) vs CLBCX (1.06). 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 : 7.87 vs. MBINX (0.95). CLBCX return over 5 years is better than : 38.56 vs. MBINX (11.52).
| 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 | 13.912 | 7.301 | 191% |
| Front Load | N/A | 3% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 446M | 59,641% |
| Annual Yield % from dividends | 1.06 | 1.66 | 64% |
| Returns for 1 year | 7.87 | 0.95 | 827% |
| Returns for 3 years | 47.86 | 22.93 | 209% |
| Returns for 5 years | 38.56 | 11.52 | 335% |
| Returns for 10 years | 74.34 | 10.14 | 733% |
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