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CLBAX vs FBAKX
CLBAX vs FBAKX Comparison
Open Charts CLBAX vs FBAKX
American Funds American Balanced 529A
Price$33.42
Change-$0.87 (-2.54%)
VolumeN/A
Net Assets235.03B
Fidelity Balanced K
Price$28.13
Change-$0.87 (-3.00%)
VolumeN/A
Net Assets54.3B
CLBAX vs FBAKX Comparison Chart
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CLBAX vs. FBAKX commentary
Apr 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 CLBAX is a Buy and FBAKX is a Hold.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 235B vs. FBAKX (54.3B). CLBAX pays higher dividends than FBAKX: CLBAX (1.98) vs FBAKX (1.85). CLBAX was incepted earlier than FBAKX: CLBAX (23 years) vs FBAKX (17 years). CLBAX (0.60) is less costly to investors than FBAKX (0.39). CLBAX is a more actively managed with annual turnover of: 171.00 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 : 4.28 vs. FBAKX (2.91). FBAKX (52.57) and CLBAX (51.92) have equivalent 5 years return.
| CLBAX | FBAKX | CLBAX / FBAKX | |
| Total Expense Ratio | 0.60 | 0.39 | 154% |
| Annual Report Gross Expense Ratio | 0.60 | 0.39 | 154% |
| Fund Existence | 23 years | 17 years | - |
| Gain YTD | 0.399 | -2.267 | -18% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 235B | 54.3B | 433% |
| Annual Yield % from dividends | 1.98 | 1.85 | 107% |
| Returns for 1 year | 4.28 | 2.91 | 147% |
| Returns for 3 years | 13.59 | 5.06 | 268% |
| Returns for 5 years | 51.92 | 52.57 | 99% |
| Returns for 10 years | 64.57 | 39.39 | 164% |
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