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CLBAX vs FBAKX
CLBAX vs FBAKX Comparison
Open Charts CLBAX vs FBAKX
American Funds American Balanced 529A
Price$38.32
Change-$0.16 (-0.42%)
VolumeN/A
Net Assets263.26B
Fidelity Balanced K
Price$32.49
Change-$0.11 (-0.34%)
VolumeN/A
Net Assets58.76B
CLBAX vs FBAKX Comparison Chart in %
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CLBAX vs. FBAKX commentary
Sep 26, 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 Hold.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 263B 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). FBAKX (8.23) and CLBAX (7.84) have marching annual gain over last year. CLBAX return over 5 years is better than : 45.55 vs. FBAKX (33.34).
| CLBAX | FBAKX | CLBAX / FBAKX | |
| Total Expense Ratio | 0.58 | 0.39 | 149% |
| Annual Report Gross Expense Ratio | 0.58 | 0.39 | 149% |
| Fund Existence | 24 years | 17 years | - |
| Gain YTD | 12.537 | 11.343 | 111% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 58.8B | 447% |
| Annual Yield % from dividends | 1.80 | 1.72 | 104% |
| Returns for 1 year | 7.84 | 8.23 | 95% |
| Returns for 3 years | 50.80 | 45.23 | 112% |
| Returns for 5 years | 45.55 | 33.34 | 137% |
| Returns for 10 years | 95.19 | 71.60 | 133% |
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