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CLBAX vs FBALX
CLBAX vs FBALX Comparison
Open Charts CLBAX vs FBALX
American Funds American Balanced 529A
Price$34.93
Change+$0.22 (+0.63%)
VolumeN/A
Net Assets240.18B
Fidelity Balanced
Price$29.97
Change+$0.20 (+0.67%)
VolumeN/A
Net Assets56.88B
CLBAX vs FBALX Comparison Chart
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CLBAX vs. FBALX commentary
Jan 19, 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 Hold.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 240B vs. FBALX (56.9B). 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 : 13.52 vs. CLBAX (12.29). CLBAX return over 5 years is better than : 31.49 vs. FBALX (27.49).
| 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 | 1.956 | 1.387 | 141% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 240B | 56.9B | 422% |
| Annual Yield % from dividends | 2.23 | 1.56 | 143% |
| Returns for 1 year | 12.29 | 13.52 | 91% |
| Returns for 3 years | 13.84 | 7.55 | 183% |
| Returns for 5 years | 31.49 | 27.49 | 115% |
| Returns for 10 years | 69.06 | 47.84 | 144% |
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