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CLBCX vs MBINX
CLBCX vs MBINX Comparison
Open Charts CLBCX vs MBINX
American Funds American Balanced 529C
Price$37.93
Change+$0.20 (+0.53%)
VolumeN/A
Net Assets257.73B
NYLI Balanced Investor Class
Price$32.10
Change+$0.18 (+0.56%)
VolumeN/A
Net Assets450.34M
CLBCX vs MBINX Comparison Chart in %
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CLBCX vs. MBINX commentary
Sep 07, 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: 258B vs. MBINX (450M). 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 : 9.15 vs. MBINX (3.14). CLBCX return over 5 years is better than : 36.30 vs. MBINX (13.46).
| 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 | 10.785 | 7.268 | 148% |
| Front Load | N/A | 3% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 258B | 450M | 57,333% |
| Annual Yield % from dividends | 1.11 | 1.68 | 66% |
| Returns for 1 year | 9.15 | 3.14 | 291% |
| Returns for 3 years | 37.75 | 20.14 | 187% |
| Returns for 5 years | 36.30 | 13.46 | 270% |
| Returns for 10 years | 74.80 | 12.36 | 605% |
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