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CLBFX vs FBAKX
CLBFX vs FBAKX Comparison
Open Charts CLBFX vs FBAKX
American Funds American Balanced 529F
Price$35.20
Change-$0.36 (-1.01%)
VolumeN/A
Net Assets242.17B
Fidelity Balanced K
Price$30.07
Change-$0.33 (-1.09%)
VolumeN/A
Net Assets57.8B
CLBFX vs FBAKX Comparison Chart
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CLBFX vs. FBAKX commentary
Feb 23, 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 CLBFX is a Hold and FBAKX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 242B vs. FBAKX (57.8B). CLBFX pays higher dividends than FBAKX: CLBFX (2.39) vs FBAKX (1.63). CLBFX was incepted earlier than FBAKX: CLBFX (22 years) vs FBAKX (17 years). CLBFX is a more actively managed with annual turnover of: 171.00 vs. FBAKX (29.00). FBAKX has a lower initial minimum investment than CLBFX: FBAKX (0) vs CLBFX (250). CLBFX (9.36) and FBAKX (9.14) have marching annual gain over last year. CLBFX return over 5 years is better than : 32.87 vs. FBAKX (26.93).
| CLBFX | FBAKX | CLBFX / FBAKX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 17 years | - |
| Gain YTD | 2.894 | 1.725 | 168% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 242B | 57.8B | 419% |
| Annual Yield % from dividends | 2.39 | 1.63 | 147% |
| Returns for 1 year | 9.36 | 9.14 | 102% |
| Returns for 3 years | 19.64 | 13.04 | 151% |
| Returns for 5 years | 32.87 | 26.93 | 122% |
| Returns for 10 years | 68.67 | 43.78 | 157% |
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