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CLBCX vs FIEWX
CLBCX vs FIEWX Comparison
Open Charts CLBCX vs FIEWX
American Funds American Balanced 529C
Price$38.95
Change+$0.05 (+0.13%)
VolumeN/A
Net Assets265.73B
American Funds Retire Inc Port-Enh F3
Price$15.45
Change+$0.04 (+0.26%)
VolumeN/A
Net Assets2.07B
CLBCX vs FIEWX Comparison Chart in %
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CLBCX vs. FIEWX commentary
Oct 07, 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: 266B vs. FIEWX (2.07B). FIEWX pays higher dividends than CLBCX: FIEWX (3.12) vs CLBCX (0.98). 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 : 14.09 vs. CLBCX (8.95). FIEWX return over 5 years is better than : 49.34 vs. CLBCX (41.36).
| 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 | 13.764 | 15.151 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 2.07B | 12,875% |
| Annual Yield % from dividends | 0.98 | 3.12 | 31% |
| Returns for 1 year | 8.95 | 14.09 | 64% |
| Returns for 3 years | 44.55 | 45.85 | 97% |
| Returns for 5 years | 41.36 | 49.34 | 84% |
| Returns for 10 years | 77.29 | N/A | - |
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