CLBFX
Price
$37.07
Change
+$0.07 (+0.19%)
Updated
Jul 25 closing price
Net Assets
254.37B
MBNAX
Price
$31.55
Change
+$0.10 (+0.32%)
Updated
Jul 25 closing price
Net Assets
446.53M
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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$37.07
Change+$0.07 (+0.19%)
VolumeN/A
Net Assets254.37B
NYLI Balanced
Price$31.55
Change+$0.10 (+0.32%)
VolumeN/A
Net Assets446.53M
CLBFX vs MBNAX Comparison Chart in %
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CLBFX vs. MBNAX commentary
Jul 28, 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: 254B vs. MBNAX (447M). 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 : 10.40 vs. MBNAX (4.28). CLBFX return over 5 years is better than : 42.59 vs. MBNAX (15.09).
CLBFXMBNAXCLBFX / MBNAX
Total Expense Ratio0.671.0862%
Annual Report Gross Expense Ratio0.671.0862%
Fund Existence23 years22 years-
Gain YTD9.1115.604163%
Front LoadN/A3%-
Min. Initial Investment250150002%
Min. Initial Investment IRAN/AN/A-
Net Assets254B447M56,823%
Annual Yield % from dividends1.991.99100%
Returns for 1 year10.404.28243%
Returns for 3 years36.4217.85204%
Returns for 5 years42.5915.09282%
Returns for 10 years81.109.09893%
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