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CLBCX vs FBALX
CLBCX vs FBALX Comparison
Open Charts CLBCX vs FBALX
American Funds American Balanced 529C
Price$35.63
Change-$0.31 (-0.86%)
VolumeN/A
Net Assets244.39B
Fidelity Balanced
Price$30.02
Change-$0.24 (-0.79%)
VolumeN/A
Net Assets55.5B
CLBCX vs FBALX Comparison Chart
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CLBCX vs. FBALX commentary
Jun 15, 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 FBALX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 244B vs. FBALX (55.5B). FBALX pays higher dividends than CLBCX: FBALX (1.76) vs CLBCX (1.18). CLBCX was incepted earlier than FBALX: CLBCX (23 years) vs FBALX (39 years). CLBCX (1.35) is less costly to investors than FBALX (0.47). CLBCX is a more actively managed with annual turnover of: 44.00 vs. FBALX (24.00). FBALX has a lower initial minimum investment than CLBCX: FBALX (0) vs CLBCX (250). CLBCX (4.49) and FBALX (4.44) have marching annual gain over last year. CLBCX return over 5 years is better than : 34.93 vs. FBALX (32.80).
| CLBCX | FBALX | CLBCX / FBALX | |
| Total Expense Ratio | 1.35 | 0.47 | 287% |
| Annual Report Gross Expense Ratio | 1.35 | 0.47 | 287% |
| Fund Existence | 23 years | 39 years | - |
| Gain YTD | 4.067 | 2.832 | 144% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244B | 55.5B | 440% |
| Annual Yield % from dividends | 1.18 | 1.76 | 67% |
| Returns for 1 year | 4.49 | 4.44 | 101% |
| Returns for 3 years | 30.63 | 30.52 | 100% |
| Returns for 5 years | 34.93 | 32.80 | 106% |
| Returns for 10 years | 57.89 | 43.91 | 132% |
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