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CLBCX vs FBAKX
CLBCX vs FBAKX Comparison
Open Charts CLBCX vs FBAKX
American Funds American Balanced 529C
Price$38.38
Change-$0.17 (-0.44%)
VolumeN/A
Net Assets263.26B
Fidelity Balanced K
Price$32.49
Change-$0.11 (-0.34%)
VolumeN/A
Net Assets58.76B
CLBCX vs FBAKX Comparison Chart in %
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CLBCX vs. FBAKX commentary
Sep 26, 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 Hold and FBAKX is a Hold.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 263B vs. FBAKX (58.8B). FBAKX pays higher dividends than CLBCX: FBAKX (1.72) vs CLBCX (1.11). CLBCX was incepted earlier than FBAKX: CLBCX (24 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 annual gain was more profitable for investors over the last year : 8.23 vs. CLBCX (7.21). CLBCX return over 5 years is better than : 40.41 vs. FBAKX (33.34).
| CLBCX | FBAKX | CLBCX / FBAKX | |
| Total Expense Ratio | 1.35 | 0.39 | 346% |
| Annual Report Gross Expense Ratio | 1.35 | 0.39 | 346% |
| Fund Existence | 24 years | 17 years | - |
| Gain YTD | 12.100 | 11.343 | 107% |
| Front Load | N/A | 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 | 1.11 | 1.72 | 64% |
| Returns for 1 year | 7.21 | 8.23 | 88% |
| Returns for 3 years | 47.67 | 45.23 | 105% |
| Returns for 5 years | 40.41 | 33.34 | 121% |
| Returns for 10 years | 81.32 | 71.60 | 114% |
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