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CLBAX vs FBAKX
CLBAX vs FBAKX Comparison
Open Charts CLBAX vs FBAKX
American Funds American Balanced 529A
Price$38.93
Change+$0.05 (+0.13%)
VolumeN/A
Net Assets265.37B
Fidelity Balanced K
Price$31.77
Change+$0.07 (+0.22%)
VolumeN/A
Net Assets60.3B
CLBAX vs FBAKX Comparison Chart in %
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CLBAX vs. FBAKX 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 CLBAX is a Buy and FBAKX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 265B vs. FBAKX (60.3B). CLBAX (1.76) and FBAKX (1.68) have matching dividends . CLBAX was incepted earlier than FBAKX: CLBAX (24 years) vs FBAKX (17 years). CLBAX (0.58) is less costly to investors than FBAKX (0.39). CLBAX is a more actively managed with annual turnover of: 44.00 vs. FBAKX (24.00). FBAKX has a lower initial minimum investment than CLBAX: FBAKX (0) vs CLBAX (250). CLBAX annual gain was more profitable for investors over the last year : 8.72 vs. FBAKX (7.75). CLBAX return over 5 years is better than : 43.96 vs. FBAKX (29.38).
| CLBAX | FBAKX | CLBAX / FBAKX | |
| Total Expense Ratio | 0.58 | 0.39 | 149% |
| Annual Report Gross Expense Ratio | 0.58 | 0.39 | 149% |
| Fund Existence | 24 years | 17 years | - |
| Gain YTD | 14.656 | 8.773 | 167% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 265B | 60.3B | 439% |
| Annual Yield % from dividends | 1.76 | 1.68 | 105% |
| Returns for 1 year | 8.72 | 7.75 | 113% |
| Returns for 3 years | 51.33 | 49.55 | 104% |
| Returns for 5 years | 43.96 | 29.38 | 150% |
| Returns for 10 years | 88.01 | 68.20 | 129% |