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CLBFX vs IYBFX
CLBFX vs IYBFX Comparison
Open Charts CLBFX vs IYBFX
American Funds American Balanced 529F
Price$38.26
Change-$0.56 (-1.44%)
VolumeN/A
Net Assets269.72B
Nomura Balanced Fund
Price$25.74
Change-$0.15 (-0.58%)
VolumeN/A
Net Assets1.99B
CLBFX vs IYBFX Comparison Chart in %
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CLBFX vs. IYBFX commentary
Feb 04, 2026
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 CLBFX is a Hold and IYBFX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 270B vs. IYBFX (1.99B). CLBFX pays higher dividends than IYBFX: CLBFX (2.03) vs IYBFX (0.81). CLBFX was incepted earlier than IYBFX: CLBFX (23 years) vs IYBFX (13 years). IYBFX (1.34) is less costly to investors than CLBFX (0.67). IYBFX is a more actively managed with annual turnover of: 76.00 vs. CLBFX (44.00). IYBFX has a lower initial minimum investment than CLBFX: IYBFX (0) vs CLBFX (250). CLBFX annual gain was more profitable for investors over the last year : 11.50 vs. IYBFX (8.06). CLBFX return over 5 years is better than : 38.44 vs. IYBFX (1.23).
| CLBFX | IYBFX | CLBFX / IYBFX | |
| Total Expense Ratio | 0.67 | 1.23 | 54% |
| Annual Report Gross Expense Ratio | 0.67 | 1.34 | 50% |
| Fund Existence | 23 years | 13 years | - |
| Gain YTD | 2.464 | 0.862 | 286% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 1.99B | 13,588% |
| Annual Yield % from dividends | 2.03 | 0.81 | 250% |
| Returns for 1 year | 11.50 | 8.06 | 143% |
| Returns for 3 years | 37.33 | 39.68 | 94% |
| Returns for 5 years | 38.44 | 1.23 | 3,117% |
| Returns for 10 years | 104.71 | 26.23 | 399% |
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