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CLBCX vs FBAKX
CLBCX vs FBAKX Comparison
Open Charts CLBCX vs FBAKX
American Funds American Balanced 529C
Price$38.97
Change+$0.03 (+0.08%)
VolumeN/A
Net Assets265.37B
Fidelity Balanced K
Price$31.77
Change+$0.07 (+0.22%)
VolumeN/A
Net Assets60.3B
CLBCX vs FBAKX Comparison Chart in %
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CLBCX vs. FBAKX commentary
Oct 19, 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: 265B vs. FBAKX (60.3B). FBAKX pays higher dividends than CLBCX: FBAKX (1.68) vs CLBCX (1.06). 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). CLBCX (7.87) and FBAKX (7.75) have marching annual gain over last year. CLBCX return over 5 years is better than : 38.56 vs. FBAKX (29.38).
| 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 | 13.912 | 8.773 | 159% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 265B | 60.3B | 439% |
| Annual Yield % from dividends | 1.06 | 1.68 | 63% |
| Returns for 1 year | 7.87 | 7.75 | 102% |
| Returns for 3 years | 47.86 | 49.55 | 97% |
| Returns for 5 years | 38.56 | 29.38 | 131% |
| Returns for 10 years | 74.34 | 68.20 | 109% |
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