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CLBCX vs FBALX
CLBCX vs FBALX Comparison
Open Charts CLBCX vs FBALX
American Funds American Balanced 529C
Price$35.36
Change+$0.24 (+0.68%)
VolumeN/A
Net Assets241.03B
Fidelity Balanced
Price$30.22
Change+$0.14 (+0.47%)
VolumeN/A
Net Assets56.88B
CLBCX vs FBALX Comparison Chart
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CLBCX vs. FBALX commentary
Jan 31, 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: 241B vs. FBALX (56.9B). 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). FBALX annual gain was more profitable for investors over the last year : 12.26 vs. CLBCX (11.23). CLBCX (30.56) and FBALX (30.38) 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 | 3.030 | 1.759 | 172% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 241B | 56.9B | 424% |
| Annual Yield % from dividends | 1.52 | 1.56 | 97% |
| Returns for 1 year | 11.23 | 12.26 | 92% |
| Returns for 3 years | 13.59 | 9.14 | 149% |
| Returns for 5 years | 30.56 | 30.38 | 101% |
| Returns for 10 years | 58.40 | 47.46 | 123% |
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