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CLBFX vs FBAKX
CLBFX vs FBAKX Comparison
Open Charts CLBFX vs FBAKX
American Funds American Balanced 529F
Price$34.79
Change+$0.03 (+0.09%)
VolumeN/A
Net Assets240.4B
Fidelity Balanced K
Price$29.39
Change-$0.35 (-1.18%)
VolumeN/A
Net Assets53.54B
CLBFX vs FBAKX Comparison Chart
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CLBFX vs. FBAKX commentary
May 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 Buy and FBAKX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 240B vs. FBAKX (53.5B). CLBFX pays higher dividends than FBAKX: CLBFX (2.15) vs FBAKX (1.89). CLBFX was incepted earlier than FBAKX: CLBFX (23 years) vs FBAKX (17 years). CLBFX (0.67) is less costly to investors than FBAKX (0.39). CLBFX is a more actively managed with annual turnover of: 44.00 vs. FBAKX (24.00). FBAKX has a lower initial minimum investment than CLBFX: FBAKX (0) vs CLBFX (250). FBAKX (4.47) and CLBFX (4.45) have marching annual gain over last year. CLBFX return over 5 years is better than : 40.89 vs. FBAKX (34.90).
| CLBFX | FBAKX | CLBFX / FBAKX | |
| Total Expense Ratio | 0.67 | 0.39 | 172% |
| Annual Report Gross Expense Ratio | 0.67 | 0.39 | 172% |
| Fund Existence | 23 years | 17 years | - |
| Gain YTD | 1.962 | 1.080 | 182% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 240B | 53.5B | 449% |
| Annual Yield % from dividends | 2.15 | 1.89 | 114% |
| Returns for 1 year | 4.45 | 4.47 | 99% |
| Returns for 3 years | 25.32 | 23.06 | 110% |
| Returns for 5 years | 40.89 | 34.90 | 117% |
| Returns for 10 years | 67.61 | 41.42 | 163% |
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