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CLBAX vs FBALX
CLBAX vs FBALX Comparison
Open Charts CLBAX vs FBALX
American Funds American Balanced 529A
Price$38.56
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets263.06B
Fidelity Balanced
Price$32.62
Change+$0.14 (+0.43%)
VolumeN/A
Net Assets58.76B
CLBAX vs FBALX Comparison Chart in %
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CLBAX vs. FBALX commentary
Sep 16, 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: 263B vs. FBALX (58.8B). CLBAX pays higher dividends than FBALX: CLBAX (1.80) vs FBALX (1.67). CLBAX was incepted earlier than FBALX: CLBAX (24 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 : 9.78 vs. FBALX (8.93). CLBAX return over 5 years is better than : 43.89 vs. FBALX (29.83).
| CLBAX | FBALX | CLBAX / FBALX | |
| Total Expense Ratio | 0.58 | 0.47 | 123% |
| Annual Report Gross Expense Ratio | 0.58 | 0.47 | 123% |
| Fund Existence | 24 years | 39 years | - |
| Gain YTD | 13.242 | 10.899 | 121% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 58.8B | 447% |
| Annual Yield % from dividends | 1.80 | 1.67 | 107% |
| Returns for 1 year | 9.78 | 8.93 | 109% |
| Returns for 3 years | 44.03 | 37.34 | 118% |
| Returns for 5 years | 43.89 | 29.83 | 147% |
| Returns for 10 years | 92.11 | 63.90 | 144% |
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