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CLBAX vs FBALX
CLBAX vs FBALX Comparison
Open Charts CLBAX vs FBALX
American Funds American Balanced 529A
Price$36.79
Change-$0.03 (-0.08%)
VolumeN/A
Net Assets252.37B
Fidelity Balanced
Price$31.08
Change+$0.02 (+0.06%)
VolumeN/A
Net Assets57.46B
CLBAX vs FBALX Comparison Chart in %
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CLBAX vs. FBALX commentary
Jul 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 FBALX is a Buy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 252B vs. FBALX (57.5B). CLBAX pays higher dividends than FBALX: CLBAX (1.84) vs FBALX (1.69). 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 : 7.04 vs. FBALX (5.88). CLBAX return over 5 years is better than : 40.77 vs. FBALX (29.84).
| 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 | 8.132 | 6.051 | 134% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 57.5B | 438% |
| Annual Yield % from dividends | 1.84 | 1.69 | 109% |
| Returns for 1 year | 7.04 | 5.88 | 120% |
| Returns for 3 years | 37.12 | 30.97 | 120% |
| Returns for 5 years | 40.77 | 29.84 | 137% |
| Returns for 10 years | 74.60 | 47.89 | 156% |
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