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CLBCX vs FBALX
CLBCX vs FBALX Comparison
Open Charts CLBCX vs FBALX
American Funds American Balanced 529C
Price$33.67
Change+$0.43 (+1.29%)
VolumeN/A
Net Assets226.9B
Fidelity Balanced
Price$28.17
Change+$0.38 (+1.37%)
VolumeN/A
Net Assets54.3B
CLBCX vs FBALX Comparison Chart
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CLBCX vs. FBALX commentary
Apr 26, 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: 227B vs. FBALX (54.3B). FBALX pays higher dividends than CLBCX: FBALX (1.79) vs CLBCX (1.22). 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 annual gain was more profitable for investors over the last year : 3.40 vs. FBALX (1.41). CLBCX (32.42) and FBALX (31.58) 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 | -1.773 | -5.561 | 32% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 227B | 54.3B | 418% |
| Annual Yield % from dividends | 1.22 | 1.79 | 68% |
| Returns for 1 year | 3.40 | 1.41 | 241% |
| Returns for 3 years | 13.04 | 7.11 | 184% |
| Returns for 5 years | 32.42 | 31.58 | 103% |
| Returns for 10 years | 47.25 | 31.99 | 148% |
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