CLBFX
Price
$38.26
Change
-$0.56 (-1.44%)
Updated
Feb 3 closing price
Net Assets
269.72B
MBNAX
Price
$32.07
Change
-$0.05 (-0.16%)
Updated
Feb 3 closing price
Net Assets
454.38M
Interact to see
Advertisement

CLBFX vs MBNAX

Header iconCLBFX vs MBNAX Comparison
Open Charts CLBFX vs MBNAXBanner chart's image
American Funds American Balanced 529F
Price$38.26
Change-$0.56 (-1.44%)
VolumeN/A
Net Assets269.72B
NYLI Balanced
Price$32.07
Change-$0.05 (-0.16%)
VolumeN/A
Net Assets454.38M
CLBFX vs MBNAX Comparison Chart in %
View a ticker or compare two or three
VS
CLBFX vs. MBNAX commentary
Feb 05, 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 MBNAX is a Buy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 270B vs. MBNAX (454M). CLBFX (2.03) and MBNAX (1.96) 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: 201.00 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 : 11.50 vs. MBNAX (4.96). CLBFX return over 5 years is better than : 38.44 vs. MBNAX (4.14).
CLBFXMBNAXCLBFX / MBNAX
Total Expense Ratio0.671.0862%
Annual Report Gross Expense Ratio0.671.0862%
Fund Existence23 years22 years-
Gain YTD2.4641.939127%
Front LoadN/A3%-
Min. Initial Investment250150002%
Min. Initial Investment IRAN/AN/A-
Net Assets270B454M59,471%
Annual Yield % from dividends2.031.96104%
Returns for 1 year11.504.96232%
Returns for 3 years37.3316.86221%
Returns for 5 years38.444.14928%
Returns for 10 years104.7127.62379%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
FDAT22.280.10
+0.47%
Tactical Advantage ETF
VEA66.720.26
+0.39%
Vanguard FTSE Developed Markets ETF
IDE13.35N/A
N/A
Voya Infrastructure Industrials AND Materials Fund
AIPI37.22-0.62
-1.64%
REX AI Equity Premium Income ETF
ARKF41.07-1.53
-3.59%
ARK Blockchain & Fintech Innovation ETF