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CLBCX vs FBAKX
CLBCX vs FBAKX Comparison
Open Charts CLBCX vs FBAKX
American Funds American Balanced 529C
Price$36.08
Change-$0.32 (-0.88%)
VolumeN/A
CapitalizationN/A
Fidelity Balanced K
Price$29.97
Change-$0.31 (-1.02%)
VolumeN/A
CapitalizationN/A
CLBCX vs FBAKX Comparison Chart
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CLBCX vs. FBAKX commentary
Nov 18, 2024
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 StrongBuy and FBAKX is a Buy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 236B vs. FBAKX (56.4B). 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). CLBCX annual gain was more profitable for investors over the last year : 19.97 vs. FBAKX (18.46). CLBCX (32.31) and FBAKX (31.94) 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 | 13.278 | 12.853 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 236B | 56.4B | 418% |
| Annual Yield % from dividends | 1.52 | 1.63 | 94% |
| Returns for 1 year | 19.97 | 18.46 | 108% |
| Returns for 3 years | 9.41 | 2.39 | 394% |
| Returns for 5 years | 32.31 | 31.94 | 101% |
| Returns for 10 years | 51.34 | 44.17 | 116% |