CLBAX
Price
$37.49
Change
+$0.12 (+0.32%)
Updated
Sep 3 closing price
Net Assets
256.45B
FBAKX
Price
$31.87
Change
+$0.19 (+0.60%)
Updated
Sep 3 closing price
Net Assets
58.76B
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CLBAX vs FBAKX

Header iconCLBAX vs FBAKX Comparison
Open Charts CLBAX vs FBAKXBanner chart's image
American Funds American Balanced 529A
Price$37.49
Change+$0.12 (+0.32%)
VolumeN/A
Net Assets256.45B
Fidelity Balanced K
Price$31.87
Change+$0.19 (+0.60%)
VolumeN/A
Net Assets58.76B
CLBAX vs FBAKX Comparison Chart in %
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CLBAX vs. FBAKX commentary
Sep 05, 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.

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FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 256B vs. FBAKX (58.8B). CLBAX (1.80) and FBAKX (1.72) 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 (8.46) and FBAKX (8.06) have marching annual gain over last year. CLBAX return over 5 years is better than : 39.94 vs. FBAKX (26.94).
CLBAXFBAKXCLBAX / FBAKX
Total Expense Ratio0.580.39149%
Annual Report Gross Expense Ratio0.580.39149%
Fund Existence24 years17 years-
Gain YTD10.0998.201123%
Front Load4%N/A-
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets256B58.8B435%
Annual Yield % from dividends1.801.72104%
Returns for 1 year8.468.06105%
Returns for 3 years38.4032.38119%
Returns for 5 years39.9426.94148%
Returns for 10 years89.1162.82142%
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