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CLBCX vs FBAKX
CLBCX vs FBAKX Comparison
Open Charts CLBCX vs FBAKX
American Funds American Balanced 529C
Price$34.85
Change+$0.03 (+0.09%)
VolumeN/A
Net Assets240.4B
Fidelity Balanced K
Price$29.39
Change-$0.35 (-1.18%)
VolumeN/A
Net Assets53.54B
CLBCX vs FBAKX Comparison Chart
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CLBCX vs. FBAKX commentary
May 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 Buy and FBAKX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 240B vs. FBAKX (53.5B). FBAKX pays higher dividends than CLBCX: FBAKX (1.89) vs CLBCX (1.23). CLBCX was incepted earlier than FBAKX: CLBCX (23 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 : 4.47 vs. CLBCX (3.51). FBAKX (34.90) and CLBCX (34.52) have equivalent 5 years return.
| CLBCX | FBAKX | CLBCX / FBAKX | |
| Total Expense Ratio | 1.35 | 0.39 | 346% |
| Annual Report Gross Expense Ratio | 1.35 | 0.39 | 346% |
| Fund Existence | 23 years | 17 years | - |
| Gain YTD | 1.582 | 1.080 | 147% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 240B | 53.5B | 449% |
| Annual Yield % from dividends | 1.23 | 1.89 | 65% |
| Returns for 1 year | 3.51 | 4.47 | 78% |
| Returns for 3 years | 21.91 | 23.06 | 95% |
| Returns for 5 years | 34.52 | 34.90 | 99% |
| Returns for 10 years | 52.40 | 41.42 | 127% |
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