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CLBCX vs FBAKX
CLBCX vs FBAKX Comparison
Open Charts CLBCX vs FBAKX
American Funds American Balanced 529C
Price$35.27
Change-$0.35 (-0.98%)
VolumeN/A
Net Assets242.17B
Fidelity Balanced K
Price$30.07
Change-$0.33 (-1.09%)
VolumeN/A
Net Assets57.8B
CLBCX vs FBAKX Comparison Chart
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CLBCX vs. FBAKX commentary
Feb 23, 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 Buy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 242B vs. FBAKX (57.8B). FBAKX pays higher dividends than CLBCX: FBAKX (1.63) vs CLBCX (1.52). CLBCX was incepted earlier than FBAKX: CLBCX (23 years) vs FBAKX (17 years). CLBCX is a more actively managed with annual turnover of: 171.00 vs. FBAKX (29.00). 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 : 9.14 vs. CLBCX (8.39). FBAKX (26.93) and CLBCX (26.92) have equivalent 5 years return.
| CLBCX | FBAKX | CLBCX / FBAKX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 17 years | - |
| Gain YTD | 2.768 | 1.725 | 160% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 242B | 57.8B | 419% |
| Annual Yield % from dividends | 1.52 | 1.63 | 94% |
| Returns for 1 year | 8.39 | 9.14 | 92% |
| Returns for 3 years | 16.44 | 13.04 | 126% |
| Returns for 5 years | 26.92 | 26.93 | 100% |
| Returns for 10 years | 53.37 | 43.78 | 122% |
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