Interact to see
Advertisement
Advertisement
CLBCX vs FIEWX
CLBCX vs FIEWX Comparison
Open Charts CLBCX vs FIEWX
American Funds American Balanced 529C
Price$38.63
Change+$0.11 (+0.29%)
VolumeN/A
Net Assets263.06B
American Funds Retire Inc Port-Enh F3
Price$15.44
Change+$0.04 (+0.26%)
VolumeN/A
Net Assets2.04B
CLBCX vs FIEWX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CLBCX vs. FIEWX commentary
Sep 16, 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 FIEWX is a Hold.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 263B vs. FIEWX (2.04B). FIEWX pays higher dividends than CLBCX: FIEWX (3.13) vs CLBCX (1.11). CLBCX was incepted earlier than FIEWX: CLBCX (24 years) vs FIEWX (9 years). CLBCX (1.35) is less costly to investors than FIEWX (0.32). CLBCX is a more actively managed with annual turnover of: 44.00 vs. FIEWX (16.00). CLBCX has a lower initial minimum investment than FIEWX: CLBCX (250) vs FIEWX (1000000). FIEWX annual gain was more profitable for investors over the last year : 14.07 vs. CLBCX (9.18). FIEWX return over 5 years is better than : 45.11 vs. CLBCX (38.80).
| CLBCX | FIEWX | CLBCX / FIEWX | |
| Total Expense Ratio | 1.35 | 0.32 | 422% |
| Annual Report Gross Expense Ratio | 1.35 | 0.32 | 422% |
| Fund Existence | 24 years | 9 years | - |
| Gain YTD | 12.830 | 14.017 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 2.04B | 12,892% |
| Annual Yield % from dividends | 1.11 | 3.13 | 35% |
| Returns for 1 year | 9.18 | 14.07 | 65% |
| Returns for 3 years | 41.04 | 41.09 | 100% |
| Returns for 5 years | 38.80 | 45.11 | 86% |
| Returns for 10 years | 78.51 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement