CLBCX
Price
$39.67
Change
+$0.07 (+0.18%)
Updated
Dec 2 closing price
Net Assets
271.11B
MBNAX
Price
$32.57
Change
+$0.01 (+0.03%)
Updated
Dec 2 closing price
Net Assets
450.3M
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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$39.67
Change+$0.07 (+0.18%)
VolumeN/A
Net Assets271.11B
NYLI Balanced
Price$32.57
Change+$0.01 (+0.03%)
VolumeN/A
Net Assets450.3M
CLBCX vs MBNAX Comparison Chart in %
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CLBCX vs. MBNAX 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 MBNAX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 271B vs. MBNAX (450M). MBNAX pays higher dividends than CLBCX: MBNAX (1.87) vs CLBCX (1.02). 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 : 8.46 vs. MBNAX (1.33). CLBCX return over 5 years is better than : 35.68 vs. MBNAX (9.05).
CLBCXMBNAXCLBCX / MBNAX
Total Expense Ratio1.351.08125%
Annual Report Gross Expense Ratio1.351.08125%
Fund Existence24 years22 years-
Gain YTD15.7539.505166%
Front LoadN/A3%-
Min. Initial Investment250150002%
Min. Initial Investment IRAN/AN/A-
Net Assets271B450M60,222%
Annual Yield % from dividends1.021.8755%
Returns for 1 year8.461.33635%
Returns for 3 years37.7518.01210%
Returns for 5 years35.689.05394%
Returns for 10 years73.3413.71535%
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