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CLBCX vs FBALX
CLBCX vs FBALX Comparison
Open Charts CLBCX vs FBALX
American Funds American Balanced 529C
Price$37.10
Change-$0.02 (-0.05%)
VolumeN/A
Net Assets253.84B
Fidelity Balanced
Price$31.58
Change-$0.03 (-0.09%)
VolumeN/A
Net Assets58.11B
CLBCX vs FBALX Comparison Chart in %
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CLBCX vs. FBALX commentary
Aug 13, 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 Buy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 254B vs. FBALX (58.1B). FBALX pays higher dividends than CLBCX: FBALX (1.70) vs CLBCX (1.12). 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). FBALX annual gain was more profitable for investors over the last year : 10.42 vs. CLBCX (8.77). CLBCX return over 5 years is better than : 33.14 vs. FBALX (27.39).
| 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 | 8.361 | 7.929 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 58.1B | 437% |
| Annual Yield % from dividends | 1.12 | 1.70 | 66% |
| Returns for 1 year | 8.77 | 10.42 | 84% |
| Returns for 3 years | 26.88 | 22.88 | 118% |
| Returns for 5 years | 33.14 | 27.39 | 121% |
| Returns for 10 years | 64.69 | 52.51 | 123% |