Interact to see
Advertisement
Advertisement
CLBCX vs FIEWX
CLBCX vs FIEWX Comparison
Open Charts CLBCX vs FIEWX
American Funds American Balanced 529C
Price$38.75
Change+$0.11 (+0.28%)
VolumeN/A
Net Assets262.74B
American Funds Retire Inc Port-Enh F3
Price$15.32
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets2.07B
CLBCX vs FIEWX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CLBCX vs. FIEWX 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 FIEWX is a Hold.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 263B vs. FIEWX (2.07B). FIEWX pays higher dividends than CLBCX: FIEWX (3.09) vs CLBCX (1.04). 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 : 13.62 vs. CLBCX (8.18). FIEWX return over 5 years is better than : 41.22 vs. CLBCX (35.38).
| 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 | 13.269 | 14.183 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 2.07B | 12,711% |
| Annual Yield % from dividends | 1.04 | 3.09 | 34% |
| Returns for 1 year | 8.18 | 13.62 | 60% |
| Returns for 3 years | 38.51 | 38.65 | 100% |
| Returns for 5 years | 35.38 | 41.22 | 86% |
| Returns for 10 years | 70.03 | N/A | - |