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CLBCX vs FBALX
CLBCX vs FBALX Comparison
Open Charts CLBCX vs FBALX
American Funds American Balanced 529C
Price$34.10
Change-$0.51 (-1.47%)
VolumeN/A
Net Assets237.28B
Fidelity Balanced
Price$28.69
Change-$0.52 (-1.78%)
VolumeN/A
Net Assets57.26B
CLBCX vs FBALX Comparison Chart
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CLBCX vs. FBALX commentary
Mar 11, 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: 237B vs. FBALX (57.3B). FBALX pays higher dividends than CLBCX: FBALX (1.72) vs CLBCX (1.19). CLBCX was incepted earlier than FBALX: CLBCX (23 years) vs FBALX (38 years). CLBCX (1.37) is less costly to investors than FBALX (0.47). CLBCX is a more actively managed with annual turnover of: 171.00 vs. FBALX (24.00). FBALX has a lower initial minimum investment than CLBCX: FBALX (0) vs CLBCX (250). CLBCX (4.36) and FBALX (4.28) have marching annual gain over last year. FBALX (32.76) and CLBCX (31.26) have equivalent 5 years return.
| CLBCX | FBALX | CLBCX / FBALX | |
| Total Expense Ratio | 1.37 | 0.47 | 291% |
| Annual Report Gross Expense Ratio | 1.37 | 0.47 | 291% |
| Fund Existence | 23 years | 38 years | - |
| Gain YTD | 0.845 | -1.184 | -71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 237B | 57.3B | 414% |
| Annual Yield % from dividends | 1.19 | 1.72 | 70% |
| Returns for 1 year | 4.36 | 4.28 | 102% |
| Returns for 3 years | 16.18 | 12.76 | 127% |
| Returns for 5 years | 31.26 | 32.76 | 95% |
| Returns for 10 years | 54.10 | 41.45 | 131% |
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