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CLBAX vs FBAKX
CLBAX vs FBAKX Comparison
Open Charts CLBAX vs FBAKX
American Funds American Balanced 529A
Price$36.06
Change-$0.33 (-0.91%)
VolumeN/A
CapitalizationN/A
Fidelity Balanced K
Price$29.97
Change-$0.31 (-1.02%)
VolumeN/A
CapitalizationN/A
CLBAX vs FBAKX Comparison Chart
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CLBAX vs. FBAKX commentary
Nov 18, 2024
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 StrongBuy and FBAKX is a Buy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 236B vs. FBAKX (56.4B). CLBAX pays higher dividends than FBAKX: CLBAX (2.23) vs FBAKX (1.63). CLBAX was incepted earlier than FBAKX: CLBAX (23 years) vs FBAKX (17 years). CLBAX is a more actively managed with annual turnover of: 171.00 vs. FBAKX (29.00). 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 : 20.85 vs. FBAKX (18.46). CLBAX return over 5 years is better than : 37.36 vs. FBAKX (31.94).
| CLBAX | FBAKX | CLBAX / FBAKX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 17 years | - |
| Gain YTD | 14.033 | 12.853 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 236B | 56.4B | 418% |
| Annual Yield % from dividends | 2.23 | 1.63 | 137% |
| Returns for 1 year | 20.85 | 18.46 | 113% |
| Returns for 3 years | 11.92 | 2.39 | 499% |
| Returns for 5 years | 37.36 | 31.94 | 117% |
| Returns for 10 years | 63.23 | 44.17 | 143% |
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