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CLBAX vs FBAKX
CLBAX vs FBAKX Comparison
Open Charts CLBAX vs FBAKX
American Funds American Balanced 529A
Price$38.73
Change+$0.11 (+0.28%)
VolumeN/A
Net Assets262.74B
Fidelity Balanced K
Price$31.76
Change-$0.18 (-0.56%)
VolumeN/A
Net Assets61.25B
CLBAX vs FBAKX Comparison Chart in %
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CLBAX vs. FBAKX commentary
Nov 20, 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 (61.3B). CLBAX (1.73) and FBAKX (1.71) have matching dividends . CLBAX was incepted earlier than FBAKX: CLBAX (24 years) vs FBAKX (18 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 (41.00). 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 : 9.00 vs. FBAKX (7.17). CLBAX return over 5 years is better than : 40.59 vs. FBAKX (26.38).
| 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 | 18 years | - |
| Gain YTD | 14.067 | 8.979 | 157% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 61.3B | 429% |
| Annual Yield % from dividends | 1.73 | 1.71 | 101% |
| Returns for 1 year | 9.00 | 7.17 | 126% |
| Returns for 3 years | 41.73 | 43.07 | 97% |
| Returns for 5 years | 40.59 | 26.38 | 154% |
| Returns for 10 years | 83.31 | 65.87 | 126% |
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