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CLBFX vs IYBFX
CLBFX vs IYBFX Comparison
Open Charts CLBFX vs IYBFX
American Funds American Balanced 529F
Price$38.87
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.62B
Macquarie Balanced Fund
Price$25.79
Change+$0.06 (+0.23%)
VolumeN/A
Net Assets2.04B
CLBFX vs IYBFX Comparison Chart in %
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CLBFX vs. IYBFX commentary
Oct 19, 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 CLBFX is a Buy and IYBFX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 266B vs. IYBFX (2.04B). CLBFX pays higher dividends than IYBFX: CLBFX (1.89) vs IYBFX (0.76). 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). IYBFX annual gain was more profitable for investors over the last year : 9.34 vs. CLBFX (8.84). CLBFX return over 5 years is better than : 45.11 vs. IYBFX (5.33).
| 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 | 14.767 | 10.878 | 136% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 2.04B | 13,020% |
| Annual Yield % from dividends | 1.89 | 0.76 | 249% |
| Returns for 1 year | 8.84 | 9.34 | 95% |
| Returns for 3 years | 52.03 | 21.65 | 240% |
| Returns for 5 years | 45.11 | 5.33 | 846% |
| Returns for 10 years | 91.64 | 11.14 | 823% |
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