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CLBCX vs FBKFX
CLBCX vs FBKFX Comparison
Open Charts CLBCX vs FBKFX
American Funds American Balanced 529C
Price$37.54
Change+$0.07 (+0.19%)
VolumeN/A
Net Assets255.46B
Fidelity Balanced K6
Price$17.25
Change+$0.03 (+0.17%)
VolumeN/A
Net Assets2.04B
CLBCX vs FBKFX Comparison Chart in %
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CLBCX vs. FBKFX commentary
Aug 28, 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 FBKFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 255B vs. FBKFX (2.04B). FBKFX pays higher dividends than CLBCX: FBKFX (1.88) vs CLBCX (1.12). CLBCX was incepted earlier than FBKFX: CLBCX (24 years) vs FBKFX (6 years). CLBCX (1.35) is less costly to investors than FBKFX (0.32). CLBCX is a more actively managed with annual turnover of: 44.00 vs. FBKFX (25.00). FBKFX has a lower initial minimum investment than CLBCX: FBKFX (0) vs CLBCX (250). FBKFX annual gain was more profitable for investors over the last year : 10.48 vs. CLBCX (6.45). FBKFX return over 5 years is better than : 52.09 vs. CLBCX (33.53).
| CLBCX | FBKFX | CLBCX / FBKFX | |
| Total Expense Ratio | 1.35 | 0.32 | 422% |
| Annual Report Gross Expense Ratio | 1.35 | 0.32 | 422% |
| Fund Existence | 24 years | 6 years | - |
| Gain YTD | 9.646 | 8.959 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 255B | 2.04B | 12,512% |
| Annual Yield % from dividends | 1.12 | 1.88 | 60% |
| Returns for 1 year | 6.45 | 10.48 | 62% |
| Returns for 3 years | 32.44 | 42.84 | 76% |
| Returns for 5 years | 33.53 | 52.09 | 64% |
| Returns for 10 years | 72.06 | N/A | - |
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