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CLBAX vs FBALX
CLBAX vs FBALX Comparison
Open Charts CLBAX vs FBALX
American Funds American Balanced 529A
Price$33.76
Change+$0.13 (+0.39%)
VolumeN/A
Net Assets230.79B
Fidelity Balanced
Price$28.36
Change+$0.19 (+0.67%)
VolumeN/A
Net Assets54.3B
CLBAX vs FBALX Comparison Chart
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CLBAX vs. FBALX commentary
Apr 28, 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: 231B vs. FBALX (54.3B). CLBAX pays higher dividends than FBALX: CLBAX (1.98) vs FBALX (1.79). CLBAX was incepted earlier than FBALX: CLBAX (23 years) vs FBALX (39 years). CLBAX (0.60) is less costly to investors than FBALX (0.47). CLBAX is a more actively managed with annual turnover of: 171.00 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 : 4.88 vs. FBALX (3.90). CLBAX return over 5 years is better than : 38.01 vs. FBALX (34.28).
| CLBAX | FBALX | CLBAX / FBALX | |
| Total Expense Ratio | 0.60 | 0.47 | 128% |
| Annual Report Gross Expense Ratio | 0.60 | 0.47 | 128% |
| Fund Existence | 23 years | 39 years | - |
| Gain YTD | -1.153 | -3.624 | 32% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 231B | 54.3B | 425% |
| Annual Yield % from dividends | 1.98 | 1.79 | 111% |
| Returns for 1 year | 4.88 | 3.90 | 125% |
| Returns for 3 years | 17.67 | 11.51 | 154% |
| Returns for 5 years | 38.01 | 34.28 | 111% |
| Returns for 10 years | 59.20 | 34.82 | 170% |
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