CLBFX
Price
$39.61
Change
+$0.07 (+0.18%)
Updated
Dec 2 closing price
Net Assets
271.11B
MBNAX
Price
$32.57
Change
+$0.01 (+0.03%)
Updated
Dec 2 closing price
Net Assets
450.3M
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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$39.61
Change+$0.07 (+0.18%)
VolumeN/A
Net Assets271.11B
NYLI Balanced
Price$32.57
Change+$0.01 (+0.03%)
VolumeN/A
Net Assets450.3M
CLBFX vs MBNAX Comparison Chart in %
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CLBFX vs. MBNAX commentary
Dec 04, 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 StrongBuy and MBNAX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 271B vs. MBNAX (450M). MBNAX (1.87) and CLBFX (1.83) 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 : 9.42 vs. MBNAX (1.33). CLBFX return over 5 years is better than : 42.06 vs. MBNAX (9.05).
CLBFXMBNAXCLBFX / MBNAX
Total Expense Ratio0.671.0862%
Annual Report Gross Expense Ratio0.671.0862%
Fund Existence23 years22 years-
Gain YTD16.7459.505176%
Front LoadN/A3%-
Min. Initial Investment250150002%
Min. Initial Investment IRAN/AN/A-
Net Assets271B450M60,222%
Annual Yield % from dividends1.831.8798%
Returns for 1 year9.421.33708%
Returns for 3 years41.5618.01231%
Returns for 5 years42.069.05465%
Returns for 10 years90.5213.71660%
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