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CLBAX vs FBALX
CLBAX vs FBALX Comparison
Open Charts CLBAX vs FBALX
American Funds American Balanced 529A
Price$32.19
Change-$1.23 (-3.68%)
VolumeN/A
Net Assets220.57B
Fidelity Balanced
Price$26.98
Change-$1.15 (-4.09%)
VolumeN/A
Net Assets54.3B
CLBAX vs FBALX Comparison Chart
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CLBAX vs. FBALX commentary
Apr 06, 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 Hold.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 221B 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 (38 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 : -1.64 vs. FBALX (-3.04). FBALX (42.63) and CLBAX (42.62) have equivalent 5 years return.
| 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 | 38 years | - |
| Gain YTD | -5.749 | -8.314 | 69% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 221B | 54.3B | 407% |
| Annual Yield % from dividends | 1.98 | 1.79 | 111% |
| Returns for 1 year | -1.64 | -3.04 | 54% |
| Returns for 3 years | 7.34 | -0.98 | -749% |
| Returns for 5 years | 42.62 | 42.63 | 100% |
| Returns for 10 years | 53.81 | 29.30 | 184% |
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