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CLBAX vs FBALX
CLBAX vs FBALX Comparison
Open Charts CLBAX vs FBALX
American Funds American Balanced 529A
Price$34.83
Change+$0.03 (+0.09%)
VolumeN/A
Net Assets240.4B
Fidelity Balanced
Price$29.38
Change-$0.36 (-1.21%)
VolumeN/A
Net Assets53.54B
CLBAX vs FBALX Comparison Chart
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CLBAX vs. FBALX commentary
May 23, 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: 240B vs. FBALX (53.5B). CLBAX pays higher dividends than FBALX: CLBAX (1.98) vs FBALX (1.83). 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). FBALX (4.45) and CLBAX (4.30) have marching annual gain over last year. CLBAX return over 5 years is better than : 39.69 vs. FBALX (34.42).
| 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 | 1.892 | 1.065 | 178% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 240B | 53.5B | 449% |
| Annual Yield % from dividends | 1.98 | 1.83 | 109% |
| Returns for 1 year | 4.30 | 4.45 | 97% |
| Returns for 3 years | 24.74 | 22.80 | 109% |
| Returns for 5 years | 39.69 | 34.42 | 115% |
| Returns for 10 years | 64.36 | 40.30 | 160% |
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