Interact to see
Advertisement
Advertisement
CLBCX vs FBAKX
CLBCX vs FBAKX Comparison
Open Charts CLBCX vs FBAKX
American Funds American Balanced 529C
Price$37.49
Change+$0.11 (+0.29%)
VolumeN/A
Net Assets256.45B
Fidelity Balanced K
Price$31.87
Change+$0.19 (+0.60%)
VolumeN/A
Net Assets58.76B
CLBCX vs FBAKX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CLBCX vs. FBAKX commentary
Sep 05, 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: 256B 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 : 8.06 vs. CLBCX (7.64). CLBCX return over 5 years is better than : 34.72 vs. FBAKX (26.94).
| 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 | 9.500 | 8.201 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 58.8B | 435% |
| Annual Yield % from dividends | 1.11 | 1.72 | 64% |
| Returns for 1 year | 7.64 | 8.06 | 95% |
| Returns for 3 years | 35.26 | 32.38 | 109% |
| Returns for 5 years | 34.72 | 26.94 | 129% |
| Returns for 10 years | 75.27 | 62.82 | 120% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement