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CLBCX vs FBALX
CLBCX vs FBALX Comparison
Open Charts CLBCX vs FBALX
American Funds American Balanced 529C
Price$34.25
Change-$0.82 (-2.34%)
VolumeN/A
CapitalizationN/A
Fidelity Balanced
Price$30.01
Change-$0.67 (-2.18%)
VolumeN/A
CapitalizationN/A
CLBCX vs FBALX Comparison Chart
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CLBCX vs. FBALX commentary
Dec 19, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 241B 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). FBALX annual gain was more profitable for investors over the last year : 15.75 vs. CLBCX (11.92). FBALX return over 5 years is better than : 34.27 vs. CLBCX (29.69).
| 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 | 10.944 | 15.469 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 241B | 56.4B | 427% |
| Annual Yield % from dividends | 1.52 | 1.56 | 97% |
| Returns for 1 year | 11.92 | 15.75 | 76% |
| Returns for 3 years | 10.88 | 8.16 | 133% |
| Returns for 5 years | 29.69 | 34.27 | 87% |
| Returns for 10 years | 47.43 | 48.61 | 98% |
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