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CLBAX vs FBALX
CLBAX vs FBALX Comparison
Open Charts CLBAX vs FBALX
American Funds American Balanced 529A
Price$34.19
Change-$0.81 (-2.31%)
VolumeN/A
CapitalizationN/A
Fidelity Balanced
Price$30.01
Change-$0.67 (-2.18%)
VolumeN/A
CapitalizationN/A
CLBAX vs FBALX Comparison Chart
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CLBAX vs. FBALX commentary
Dec 19, 2024
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 StrongBuy and FBALX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 241B vs. FBALX (56.4B). CLBAX pays higher dividends than FBALX: CLBAX (2.23) vs FBALX (1.56). CLBAX was incepted earlier than FBALX: CLBAX (23 years) vs FBALX (38 years). CLBAX is a more actively managed with annual turnover of: 171.00 vs. FBALX (29.00). FBALX has a lower initial minimum investment than CLBAX: FBALX (0) vs CLBAX (250). FBALX annual gain was more profitable for investors over the last year : 15.75 vs. CLBAX (12.51). CLBAX (34.39) and FBALX (34.27) have equivalent 5 years return.
| CLBAX | FBALX | CLBAX / FBALX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 38 years | - |
| Gain YTD | 11.523 | 15.469 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 241B | 56.4B | 427% |
| Annual Yield % from dividends | 2.23 | 1.56 | 143% |
| Returns for 1 year | 12.51 | 15.75 | 79% |
| Returns for 3 years | 13.21 | 8.16 | 162% |
| Returns for 5 years | 34.39 | 34.27 | 100% |
| Returns for 10 years | 58.66 | 48.61 | 121% |
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