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CLBCX vs FBKFX
CLBCX vs FBKFX Comparison
Open Charts CLBCX vs FBKFX
American Funds American Balanced 529C
Price$38.75
Change+$0.11 (+0.28%)
VolumeN/A
Net Assets262.74B
Fidelity Balanced K6
Price$17.20
Change-$0.10 (-0.58%)
VolumeN/A
Net Assets2.2B
CLBCX vs FBKFX Comparison Chart in %
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CLBCX vs. FBKFX commentary
Nov 20, 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 Hold and FBKFX is a Hold.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 263B vs. FBKFX (2.2B). FBKFX pays higher dividends than CLBCX: FBKFX (1.82) vs CLBCX (1.04). 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). FBKFX is a more actively managed with annual turnover of: 53.00 vs. CLBCX (44.00). FBKFX has a lower initial minimum investment than CLBCX: FBKFX (0) vs CLBCX (250). CLBCX annual gain was more profitable for investors over the last year : 8.18 vs. FBKFX (7.73). FBKFX return over 5 years is better than : 48.72 vs. CLBCX (35.38).
| 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 | 13.269 | 9.385 | 141% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 2.2B | 11,965% |
| Annual Yield % from dividends | 1.04 | 1.82 | 57% |
| Returns for 1 year | 8.18 | 7.73 | 106% |
| Returns for 3 years | 38.51 | 50.80 | 76% |
| Returns for 5 years | 35.38 | 48.72 | 73% |
| Returns for 10 years | 70.03 | N/A | - |
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