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CLBAX vs FBALX
CLBAX vs FBALX Comparison
Open Charts CLBAX vs FBALX
American Funds American Balanced 529A
Price$35.56
Change-$0.31 (-0.86%)
VolumeN/A
Net Assets246.53B
Fidelity Balanced
Price$30.02
Change-$0.24 (-0.79%)
VolumeN/A
Net Assets55.5B
CLBAX vs FBALX Comparison Chart
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CLBAX vs. FBALX commentary
Jun 15, 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 FBALX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 247B vs. FBALX (55.5B). CLBAX pays higher dividends than FBALX: CLBAX (1.91) vs FBALX (1.76). CLBAX was incepted earlier than FBALX: CLBAX (23 years) vs FBALX (39 years). CLBAX (0.58) is less costly to investors than FBALX (0.47). CLBAX is a more actively managed with annual turnover of: 44.00 vs. FBALX (24.00). FBALX has a lower initial minimum investment than CLBAX: FBALX (0) vs CLBAX (250). CLBAX annual gain was more profitable for investors over the last year : 5.26 vs. FBALX (4.44). CLBAX return over 5 years is better than : 40.12 vs. FBALX (32.80).
| CLBAX | FBALX | CLBAX / FBALX | |
| Total Expense Ratio | 0.58 | 0.47 | 123% |
| Annual Report Gross Expense Ratio | 0.58 | 0.47 | 123% |
| Fund Existence | 23 years | 39 years | - |
| Gain YTD | 4.431 | 2.832 | 156% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 247B | 55.5B | 445% |
| Annual Yield % from dividends | 1.91 | 1.76 | 109% |
| Returns for 1 year | 5.26 | 4.44 | 119% |
| Returns for 3 years | 33.60 | 30.52 | 110% |
| Returns for 5 years | 40.12 | 32.80 | 122% |
| Returns for 10 years | 70.29 | 43.91 | 160% |
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