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CLBCX vs FBAKX
CLBCX vs FBAKX Comparison
Open Charts CLBCX vs FBAKX
American Funds American Balanced 529C
Price$33.47
Change-$0.88 (-2.56%)
VolumeN/A
Net Assets235.03B
Fidelity Balanced K
Price$28.13
Change-$0.87 (-3.00%)
VolumeN/A
Net Assets54.3B
CLBCX vs FBAKX Comparison Chart
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CLBCX vs. FBAKX commentary
Apr 04, 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 Hold.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 235B vs. FBAKX (54.3B). FBAKX pays higher dividends than CLBCX: FBAKX (1.85) vs CLBCX (1.22). CLBCX was incepted earlier than FBAKX: CLBCX (23 years) vs FBAKX (17 years). CLBCX (1.37) is less costly to investors than FBAKX (0.39). CLBCX is a more actively managed with annual turnover of: 171.00 vs. FBAKX (24.00). FBAKX has a lower initial minimum investment than CLBCX: FBAKX (0) vs CLBCX (250). CLBCX annual gain was more profitable for investors over the last year : 3.51 vs. FBAKX (2.91). FBAKX return over 5 years is better than : 52.57 vs. CLBCX (46.30).
| CLBCX | FBAKX | CLBCX / FBAKX | |
| Total Expense Ratio | 1.37 | 0.39 | 351% |
| Annual Report Gross Expense Ratio | 1.37 | 0.39 | 351% |
| Fund Existence | 23 years | 17 years | - |
| Gain YTD | 0.211 | -2.267 | -9% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 235B | 54.3B | 433% |
| Annual Yield % from dividends | 1.22 | 1.85 | 66% |
| Returns for 1 year | 3.51 | 2.91 | 120% |
| Returns for 3 years | 11.05 | 5.06 | 218% |
| Returns for 5 years | 46.30 | 52.57 | 88% |
| Returns for 10 years | 52.65 | 39.39 | 134% |
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