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CLBAX vs FBALX
CLBAX vs FBALX Comparison
Open Charts CLBAX vs FBALX
American Funds American Balanced 529A
Price$38.73
Change+$0.11 (+0.28%)
VolumeN/A
Net Assets262.74B
Fidelity Balanced
Price$31.75
Change-$0.18 (-0.56%)
VolumeN/A
Net Assets61.25B
CLBAX vs FBALX Comparison Chart in %
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CLBAX vs. FBALX commentary
Nov 20, 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: 263B vs. FBALX (61.3B). CLBAX (1.73) and FBALX (1.68) have matching dividends . 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 (41.00). 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 : 9.00 vs. FBALX (7.09). CLBAX return over 5 years is better than : 40.59 vs. FBALX (25.92).
| 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 | 14.067 | 8.916 | 158% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 61.3B | 429% |
| Annual Yield % from dividends | 1.73 | 1.68 | 103% |
| Returns for 1 year | 9.00 | 7.09 | 127% |
| Returns for 3 years | 41.73 | 42.76 | 98% |
| Returns for 5 years | 40.59 | 25.92 | 157% |
| Returns for 10 years | 83.31 | 64.57 | 129% |
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