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CLBAX vs FBAKX
CLBAX vs FBAKX Comparison
Open Charts CLBAX vs FBAKX
American Funds American Balanced 529A
Price$35.25
Change-$0.35 (-0.98%)
VolumeN/A
Net Assets242.17B
Fidelity Balanced K
Price$30.07
Change-$0.33 (-1.09%)
VolumeN/A
Net Assets57.8B
CLBAX vs FBAKX Comparison Chart
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CLBAX vs. FBAKX commentary
Feb 23, 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 Hold and FBAKX is a Buy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 242B vs. FBAKX (57.8B). 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 (9.22) and FBAKX (9.14) have marching annual gain over last year. CLBAX return over 5 years is better than : 31.74 vs. FBAKX (26.93).
| 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 | 2.890 | 1.725 | 167% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 242B | 57.8B | 419% |
| Annual Yield % from dividends | 2.23 | 1.63 | 137% |
| Returns for 1 year | 9.22 | 9.14 | 101% |
| Returns for 3 years | 19.12 | 13.04 | 147% |
| Returns for 5 years | 31.74 | 26.93 | 118% |
| Returns for 10 years | 65.36 | 43.78 | 149% |
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