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CLBCX vs FBAKX
CLBCX vs FBAKX Comparison
Open Charts CLBCX vs FBAKX
American Funds American Balanced 529C
Price$34.97
Change+$0.21 (+0.60%)
VolumeN/A
Net Assets240.18B
Fidelity Balanced K
Price$29.97
Change+$0.19 (+0.64%)
VolumeN/A
Net Assets56.88B
CLBCX vs FBAKX Comparison Chart
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CLBCX vs. FBAKX commentary
Jan 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 Hold.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 240B vs. FBAKX (56.9B). 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 : 13.59 vs. CLBCX (11.42). FBAKX (27.96) and CLBCX (26.62) 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 | 1.894 | 1.387 | 137% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 240B | 56.9B | 422% |
| Annual Yield % from dividends | 1.52 | 1.63 | 94% |
| Returns for 1 year | 11.42 | 13.59 | 84% |
| Returns for 3 years | 11.24 | 7.78 | 144% |
| Returns for 5 years | 26.62 | 27.96 | 95% |
| Returns for 10 years | 56.78 | 49.09 | 116% |