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CLBCX vs FBALX
CLBCX vs FBALX Comparison
Open Charts CLBCX vs FBALX
American Funds American Balanced 529C
Price$36.08
Change-$0.32 (-0.88%)
VolumeN/A
CapitalizationN/A
Fidelity Balanced
Price$29.96
Change-$0.31 (-1.02%)
VolumeN/A
CapitalizationN/A
CLBCX vs FBALX Comparison Chart
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CLBCX vs. FBALX commentary
Nov 18, 2024
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 StrongBuy and FBALX is a Buy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 236B vs. FBALX (56.4B). FBALX (1.56) and CLBCX (1.52) have matching dividends . CLBCX was incepted earlier than FBALX: CLBCX (23 years) vs FBALX (38 years). CLBCX is a more actively managed with annual turnover of: 171.00 vs. FBALX (29.00). 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 : 19.97 vs. FBALX (18.33). CLBCX (32.31) and FBALX (31.40) have equivalent 5 years return.
| CLBCX | FBALX | CLBCX / FBALX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 38 years | - |
| Gain YTD | 13.278 | 12.759 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 236B | 56.4B | 418% |
| Annual Yield % from dividends | 1.52 | 1.56 | 97% |
| Returns for 1 year | 19.97 | 18.33 | 109% |
| Returns for 3 years | 9.41 | 2.13 | 441% |
| Returns for 5 years | 32.31 | 31.40 | 103% |
| Returns for 10 years | 51.34 | 42.96 | 120% |
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