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CLBCX vs FIEWX
CLBCX vs FIEWX Comparison
Open Charts CLBCX vs FIEWX
American Funds American Balanced 529C
Price$39.40
Change+$0.27 (+0.69%)
VolumeN/A
Net Assets268.39B
American Funds Retire Inc Port-Enh F3
Price$15.53
Change+$0.07 (+0.45%)
VolumeN/A
Net Assets2.09B
CLBCX vs FIEWX Comparison Chart in %
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CLBCX vs. FIEWX commentary
Oct 27, 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: 268B vs. FIEWX (2.09B). FIEWX pays higher dividends than CLBCX: FIEWX (3.12) vs CLBCX (1.06). 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 : 14.60 vs. CLBCX (10.15). FIEWX return over 5 years is better than : 47.85 vs. CLBCX (40.85).
| 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 | 15.169 | 15.748 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 268B | 2.09B | 12,829% |
| Annual Yield % from dividends | 1.06 | 3.12 | 34% |
| Returns for 1 year | 10.15 | 14.60 | 69% |
| Returns for 3 years | 46.28 | 46.98 | 99% |
| Returns for 5 years | 40.85 | 47.85 | 85% |
| Returns for 10 years | 73.71 | N/A | - |
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