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CLBCX vs FBKFX
CLBCX vs FBKFX Comparison
Open Charts CLBCX vs FBKFX
American Funds American Balanced 529C
Price$38.62
Change-$0.01 (-0.03%)
VolumeN/A
Net Assets263.25B
Fidelity Balanced K6
Price$17.63
Change-$0.01 (-0.06%)
VolumeN/A
Net Assets2.1B
CLBCX vs FBKFX Comparison Chart in %
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CLBCX vs. FBKFX commentary
Sep 17, 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: 263B vs. FBKFX (2.1B). FBKFX pays higher dividends than CLBCX: FBKFX (1.84) vs CLBCX (1.11). 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 : 12.61 vs. CLBCX (8.91). FBKFX return over 5 years is better than : 59.58 vs. CLBCX (39.34).
| 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 | 12.801 | 11.616 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 2.1B | 12,530% |
| Annual Yield % from dividends | 1.11 | 1.84 | 60% |
| Returns for 1 year | 8.91 | 12.61 | 71% |
| Returns for 3 years | 41.00 | 52.28 | 78% |
| Returns for 5 years | 39.34 | 59.58 | 66% |
| Returns for 10 years | 78.46 | N/A | - |
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