Interact to see
Advertisement
Advertisement
CLBCX vs FBALX
CLBCX vs FBALX Comparison
Open Charts CLBCX vs FBALX
American Funds American Balanced 529C
Price$34.85
Change+$0.03 (+0.09%)
VolumeN/A
Net Assets240.4B
Fidelity Balanced
Price$29.38
Change-$0.36 (-1.21%)
VolumeN/A
Net Assets53.54B
CLBCX vs FBALX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CLBCX vs. FBALX commentary
May 23, 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: 240B vs. FBALX (53.5B). FBALX pays higher dividends than CLBCX: FBALX (1.83) vs CLBCX (1.23). 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 : 4.45 vs. CLBCX (3.51). CLBCX (34.52) and FBALX (34.42) have equivalent 5 years return.
| 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 | 1.582 | 1.065 | 149% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 240B | 53.5B | 449% |
| Annual Yield % from dividends | 1.23 | 1.83 | 67% |
| Returns for 1 year | 3.51 | 4.45 | 79% |
| Returns for 3 years | 21.91 | 22.80 | 96% |
| Returns for 5 years | 34.52 | 34.42 | 100% |
| Returns for 10 years | 52.40 | 40.30 | 130% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement