CLBCX
Price
$38.49
Change
+$0.11 (+0.29%)
Updated
Sep 26 closing price
Net Assets
262.75B
MBNAX
Price
$32.05
Change
+$0.15 (+0.47%)
Updated
Sep 26 closing price
Net Assets
446.96M
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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$38.49
Change+$0.11 (+0.29%)
VolumeN/A
Net Assets262.75B
NYLI Balanced
Price$32.05
Change+$0.15 (+0.47%)
VolumeN/A
Net Assets446.96M
CLBCX vs MBNAX Comparison Chart in %
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CLBCX vs. MBNAX commentary
Sep 29, 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 Hold and MBNAX is a Buy.

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FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 263B vs. MBNAX (447M). 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 : 7.19 vs. MBNAX (1.72). CLBCX return over 5 years is better than : 40.81 vs. MBNAX (16.91).
CLBCXMBNAXCLBCX / MBNAX
Total Expense Ratio1.351.08125%
Annual Report Gross Expense Ratio1.351.08125%
Fund Existence24 years22 years-
Gain YTD12.4217.277171%
Front LoadN/A3%-
Min. Initial Investment250150002%
Min. Initial Investment IRAN/AN/A-
Net Assets263B447M58,837%
Annual Yield % from dividends1.111.9457%
Returns for 1 year7.191.72419%
Returns for 3 years48.5327.70175%
Returns for 5 years40.8116.91241%
Returns for 10 years81.3717.26471%
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