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CLBFX vs FBAFX
CLBFX vs FBAFX Comparison
Open Charts CLBFX vs FBAFX
American Funds American Balanced 529F
Price$33.37
Change-$0.88 (-2.57%)
VolumeN/A
Net Assets235.03B
American Funds American Balanced 529-F-2
Price$33.49
Change-$0.88 (-2.56%)
VolumeN/A
Net Assets235.03B
CLBFX vs FBAFX Comparison Chart
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FUNDAMENTALS
Fundamentals
CLBFX (235B) and FBAFX (235B) have equal amount of cash in the bank . FBAFX (2.22) and CLBFX (2.14) have matching dividends . CLBFX was incepted earlier than FBAFX: CLBFX (23 years) vs FBAFX (4 years). CLBFX (0.68) is less costly to investors than FBAFX (0.33). CLBFX (171.00) and FBAFX (171.00) have comparable annual turnover. CLBFX (250) and FBAFX (250) have matching initial minimum investment requirements. CLBFX annual gain was more profitable for investors over the last year : 4.45 vs. FBAFX (1.64).
| CLBFX | FBAFX | CLBFX / FBAFX | |
| Total Expense Ratio | 0.68 | 0.33 | 206% |
| Annual Report Gross Expense Ratio | 0.68 | 0.33 | 206% |
| Fund Existence | 23 years | 4 years | - |
| Gain YTD | 0.466 | -2.083 | -22% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 235B | 235B | 100% |
| Annual Yield % from dividends | 2.14 | 2.22 | 97% |
| Returns for 1 year | 4.45 | 1.64 | 272% |
| Returns for 3 years | 14.15 | 11.20 | 126% |
| Returns for 5 years | 53.24 | N/A | - |
| Returns for 10 years | 67.95 | N/A | - |