Ad is loading...
CLBAX vs FBAKX
CLBAX vs FBAKX Comparison
Open Charts CLBAX vs FBAKX
American Funds American Balanced 529A
Price$34.93
Change+$0.22 (+0.63%)
VolumeN/A
Net Assets240.18B
Fidelity Balanced K
Price$29.97
Change+$0.19 (+0.64%)
VolumeN/A
Net Assets56.88B
CLBAX vs FBAKX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CLBAX vs. FBAKX commentary
Jan 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 Hold.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 240B vs. FBAKX (56.9B). 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). FBAKX annual gain was more profitable for investors over the last year : 13.59 vs. CLBAX (12.29). CLBAX return over 5 years is better than : 31.49 vs. FBAKX (27.96).
| 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 | 1.956 | 1.387 | 141% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 240B | 56.9B | 422% |
| Annual Yield % from dividends | 2.23 | 1.63 | 137% |
| Returns for 1 year | 12.29 | 13.59 | 90% |
| Returns for 3 years | 13.84 | 7.78 | 178% |
| Returns for 5 years | 31.49 | 27.96 | 113% |
| Returns for 10 years | 69.06 | 49.09 | 141% |