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CLBFX vs FBAKX
CLBFX vs FBAKX Comparison
Open Charts CLBFX vs FBAKX
American Funds American Balanced 529F
Price$36.02
Change-$0.33 (-0.91%)
VolumeN/A
CapitalizationN/A
Fidelity Balanced K
Price$29.97
Change-$0.31 (-1.02%)
VolumeN/A
CapitalizationN/A
CLBFX vs FBAKX Comparison Chart
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CLBFX vs. FBAKX commentary
Nov 18, 2024
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 StrongBuy and FBAKX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 236B vs. FBAKX (56.4B). 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 annual gain was more profitable for investors over the last year : 21.04 vs. FBAKX (18.46). CLBFX return over 5 years is better than : 38.61 vs. FBAKX (31.94).
| 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 | 14.196 | 12.853 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 236B | 56.4B | 418% |
| Annual Yield % from dividends | 2.39 | 1.63 | 147% |
| Returns for 1 year | 21.04 | 18.46 | 114% |
| Returns for 3 years | 12.47 | 2.39 | 522% |
| Returns for 5 years | 38.61 | 31.94 | 121% |
| Returns for 10 years | 66.57 | 44.17 | 151% |
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