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CLBCX vs FBAKX
CLBCX vs FBAKX Comparison
Open Charts CLBCX vs FBAKX
American Funds American Balanced 529C
Price$35.63
Change-$0.31 (-0.86%)
VolumeN/A
Net Assets246.53B
Fidelity Balanced K
Price$30.03
Change-$0.24 (-0.79%)
VolumeN/A
Net Assets55.5B
CLBCX vs FBAKX Comparison Chart
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CLBCX vs. FBAKX commentary
Jun 14, 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 CLBCX is a Buy and FBAKX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 247B vs. FBAKX (55.5B). FBAKX pays higher dividends than CLBCX: FBAKX (1.81) vs CLBCX (1.18). CLBCX was incepted earlier than FBAKX: CLBCX (23 years) vs FBAKX (17 years). CLBCX (1.35) is less costly to investors than FBAKX (0.39). CLBCX is a more actively managed with annual turnover of: 44.00 vs. FBAKX (24.00). FBAKX has a lower initial minimum investment than CLBCX: FBAKX (0) vs CLBCX (250). FBAKX (4.50) and CLBCX (4.49) have marching annual gain over last year. CLBCX (34.93) and FBAKX (33.32) have equivalent 5 years return.
| CLBCX | FBAKX | CLBCX / FBAKX | |
| Total Expense Ratio | 1.35 | 0.39 | 346% |
| Annual Report Gross Expense Ratio | 1.35 | 0.39 | 346% |
| Fund Existence | 23 years | 17 years | - |
| Gain YTD | 4.067 | 2.881 | 141% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 247B | 55.5B | 445% |
| Annual Yield % from dividends | 1.18 | 1.81 | 65% |
| Returns for 1 year | 4.49 | 4.50 | 100% |
| Returns for 3 years | 30.63 | 30.79 | 100% |
| Returns for 5 years | 34.93 | 33.32 | 105% |
| Returns for 10 years | 57.89 | 45.10 | 128% |
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