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CLBCX vs FBALX
CLBCX vs FBALX Comparison
Open Charts CLBCX vs FBALX
American Funds American Balanced 529C
Price$34.75
Change-$0.42 (-1.19%)
VolumeN/A
CapitalizationN/A
Fidelity Balanced
Price$29.55
Change-$0.32 (-1.07%)
VolumeN/A
CapitalizationN/A
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CLBCX vs FBALX Comparison Chart
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CLBCX vs. FBALX commentary
Sep 08, 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 Buy and FBALX is a Buy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 228B vs. FBALX (47.9B). 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 (17.88) and FBALX (17.38) have marching annual gain over last year. FBALX (34.64) and CLBCX (33.04) 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 | 10.298 | 11.900 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 228B | 47.9B | 476% |
| Annual Yield % from dividends | 1.52 | 1.56 | 97% |
| Returns for 1 year | 17.88 | 17.38 | 103% |
| Returns for 3 years | 7.90 | -3.39 | -233% |
| Returns for 5 years | 33.04 | 34.64 | 95% |
| Returns for 10 years | 49.48 | 35.59 | 139% |
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