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CLBCX vs MBINX
CLBCX vs MBINX Comparison
Open Charts CLBCX vs MBINX
American Funds American Balanced 529C
Price$39.78
Change+$0.11 (+0.28%)
VolumeN/A
Net Assets269.37B
NYLI Balanced Investor Class
Price$32.56
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets450.3M
CLBCX vs MBINX Comparison Chart in %
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CLBCX vs. MBINX commentary
Dec 04, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 269B vs. MBINX (450M). 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 : 8.46 vs. MBINX (1.06). CLBCX return over 5 years is better than : 35.68 vs. MBINX (7.63).
| 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 | 15.753 | 9.247 | 170% |
| Front Load | N/A | 3% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 450M | 59,778% |
| Annual Yield % from dividends | 1.02 | 1.62 | 63% |
| Returns for 1 year | 8.46 | 1.06 | 799% |
| Returns for 3 years | 37.75 | 17.11 | 221% |
| Returns for 5 years | 35.68 | 7.63 | 467% |
| Returns for 10 years | 73.34 | 11.76 | 624% |
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