Ad is loading...
Ad is loading...
CLBAX vs FBALX
CLBAX vs FBALX Comparison
Open Charts CLBAX vs FBALX
American Funds American Balanced 529A
Price$36.06
Change-$0.33 (-0.91%)
VolumeN/A
CapitalizationN/A
Fidelity Balanced
Price$29.96
Change-$0.31 (-1.02%)
VolumeN/A
CapitalizationN/A
CLBAX vs FBALX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CLBAX vs. FBALX commentary
Nov 17, 2024
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 StrongBuy and FBALX is a Buy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 236B vs. FBALX (56.4B). 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). CLBAX annual gain was more profitable for investors over the last year : 20.85 vs. FBALX (18.33). CLBAX return over 5 years is better than : 37.36 vs. FBALX (31.40).
| 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 | 14.033 | 12.759 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 236B | 56.4B | 418% |
| Annual Yield % from dividends | 2.23 | 1.56 | 143% |
| Returns for 1 year | 20.85 | 18.33 | 114% |
| Returns for 3 years | 11.92 | 2.13 | 559% |
| Returns for 5 years | 37.36 | 31.40 | 119% |
| Returns for 10 years | 63.23 | 42.96 | 147% |
View a ticker or compare two or three
VS
VS
Ad is loading...