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CLBFX vs FBAFX
CLBFX vs FBAFX Comparison
Open Charts CLBFX vs FBAFX
American Funds American Balanced 529F
Price$38.57
Change-$0.17 (-0.44%)
VolumeN/A
Net Assets263.89B
American Funds American Balanced 529-F-2
Price$38.72
Change-$0.16 (-0.41%)
VolumeN/A
Net Assets263.89B
CLBFX vs FBAFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
CLBFX (264B) and FBAFX (264B) have equal amount of cash in the bank . FBAFX (1.94) and CLBFX (1.86) have matching dividends . CLBFX was incepted earlier than FBAFX: CLBFX (23 years) vs FBAFX (5 years). CLBFX (0.67) is less costly to investors than FBAFX (0.34). CLBFX (44.00) and FBAFX (44.00) have comparable annual turnover. CLBFX (250) and FBAFX (250) have matching initial minimum investment requirements. FBAFX (9.11) and CLBFX (8.95) have marching annual gain over last year. FBAFX (41.63) and CLBFX (40.97) have equivalent 5 years return.
| CLBFX | FBAFX | CLBFX / FBAFX | |
| Total Expense Ratio | 0.67 | 0.34 | 197% |
| Annual Report Gross Expense Ratio | 0.67 | 0.34 | 197% |
| Fund Existence | 23 years | 5 years | - |
| Gain YTD | 13.881 | 14.001 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 264B | 264B | 100% |
| Annual Yield % from dividends | 1.86 | 1.94 | 96% |
| Returns for 1 year | 8.95 | 9.11 | 98% |
| Returns for 3 years | 42.00 | 42.46 | 99% |
| Returns for 5 years | 40.97 | 41.63 | 98% |
| Returns for 10 years | 86.36 | N/A | - |
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