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CLBCX vs FBALX
CLBCX vs FBALX Comparison
Open Charts CLBCX vs FBALX
American Funds American Balanced 529C
Price$38.94
Change-$0.06 (-0.15%)
VolumeN/A
Net Assets265.37B
Fidelity Balanced
Price$31.69
Change-$0.07 (-0.22%)
VolumeN/A
Net Assets60.3B
CLBCX vs FBALX Comparison Chart in %
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CLBCX vs. FBALX commentary
Oct 18, 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 Hold and FBALX is a Hold.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 265B vs. FBALX (60.3B). FBALX pays higher dividends than CLBCX: FBALX (1.63) vs CLBCX (1.06). CLBCX was incepted earlier than FBALX: CLBCX (24 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 (7.94) and FBALX (7.77) have marching annual gain over last year. CLBCX return over 5 years is better than : 38.45 vs. FBALX (29.19).
| CLBCX | FBALX | CLBCX / FBALX | |
| Total Expense Ratio | 1.35 | 0.47 | 287% |
| Annual Report Gross Expense Ratio | 1.35 | 0.47 | 287% |
| Fund Existence | 24 years | 39 years | - |
| Gain YTD | 13.824 | 8.950 | 154% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 265B | 60.3B | 439% |
| Annual Yield % from dividends | 1.06 | 1.63 | 65% |
| Returns for 1 year | 7.94 | 7.77 | 102% |
| Returns for 3 years | 48.83 | 50.77 | 96% |
| Returns for 5 years | 38.45 | 29.19 | 132% |
| Returns for 10 years | 74.06 | 66.93 | 111% |
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