CLBFX
Price
$36.75
Change
+$0.18 (+0.49%)
Updated
Jul 3 closing price
Net Assets
252.39B
MBNAX
Price
$31.34
Change
+$0.07 (+0.22%)
Updated
Jul 3 closing price
Net Assets
446.37M
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CLBFX vs MBNAX

Header iconCLBFX vs MBNAX Comparison
Open Charts CLBFX vs MBNAXBanner chart's image
American Funds American Balanced 529F
Price$36.75
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
NYLI Balanced
Price$31.34
Change+$0.07 (+0.22%)
VolumeN/A
Net Assets446.37M
CLBFX vs MBNAX Comparison Chart in %
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CLBFX vs. MBNAX commentary
Jul 06, 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 MBNAX is a Buy.

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FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 252B vs. MBNAX (446M). CLBFX (1.99) and MBNAX (1.99) have matching dividends . CLBFX was incepted earlier than MBNAX: CLBFX (23 years) vs MBNAX (22 years). MBNAX (1.08) is less costly to investors than CLBFX (0.67). MBNAX is a more actively managed with annual turnover of: 230.00 vs. CLBFX (44.00). CLBFX has a lower initial minimum investment than MBNAX: CLBFX (250) vs MBNAX (15000). CLBFX annual gain was more profitable for investors over the last year : 8.02 vs. MBNAX (5.96). CLBFX return over 5 years is better than : 44.49 vs. MBNAX (16.92).
CLBFXMBNAXCLBFX / MBNAX
Total Expense Ratio0.671.0862%
Annual Report Gross Expense Ratio0.671.0862%
Fund Existence23 years22 years-
Gain YTD8.1694.901167%
Front LoadN/A3%-
Min. Initial Investment250150002%
Min. Initial Investment IRAN/AN/A-
Net Assets252B446M56,502%
Annual Yield % from dividends1.991.99100%
Returns for 1 year8.025.96135%
Returns for 3 years36.8018.99194%
Returns for 5 years44.4916.92263%
Returns for 10 years81.147.531,078%
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