CLBCX
Price
$37.93
Change
+$0.20 (+0.53%)
Updated
Sep 5 closing price
Net Assets
259.11B
MBNAX
Price
$32.05
Change
-$0.06 (-0.19%)
Updated
Sep 5 closing price
Net Assets
449.4M
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CLBCX vs MBNAX

Header iconCLBCX vs MBNAX Comparison
Open Charts CLBCX vs MBNAXBanner chart's image
American Funds American Balanced 529C
Price$37.93
Change+$0.20 (+0.53%)
VolumeN/A
Net Assets259.11B
NYLI Balanced
Price$32.05
Change-$0.06 (-0.19%)
VolumeN/A
Net Assets449.4M
CLBCX vs MBNAX Comparison Chart in %
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CLBCX vs. MBNAX commentary
Sep 08, 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 MBNAX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 259B vs. MBNAX (449M). MBNAX pays higher dividends than CLBCX: MBNAX (1.94) vs CLBCX (1.11). CLBCX was incepted earlier than MBNAX: CLBCX (24 years) vs MBNAX (22 years). CLBCX (1.35) is less costly to investors than MBNAX (1.08). MBNAX is a more actively managed with annual turnover of: 230.00 vs. CLBCX (44.00). CLBCX has a lower initial minimum investment than MBNAX: CLBCX (250) vs MBNAX (15000). CLBCX annual gain was more profitable for investors over the last year : 9.15 vs. MBNAX (3.23). CLBCX return over 5 years is better than : 36.30 vs. MBNAX (14.67).
CLBCXMBNAXCLBCX / MBNAX
Total Expense Ratio1.351.08125%
Annual Report Gross Expense Ratio1.351.08125%
Fund Existence24 years22 years-
Gain YTD10.7857.277148%
Front LoadN/A3%-
Min. Initial Investment250150002%
Min. Initial Investment IRAN/AN/A-
Net Assets259B449M57,684%
Annual Yield % from dividends1.111.9457%
Returns for 1 year9.153.23283%
Returns for 3 years37.7520.87181%
Returns for 5 years36.3014.67248%
Returns for 10 years74.8014.09531%
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