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CLBFX vs FBAKX
CLBFX vs FBAKX Comparison
Open Charts CLBFX vs FBAKX
American Funds American Balanced 529F
Price$34.88
Change+$0.22 (+0.63%)
VolumeN/A
Net Assets240.18B
Fidelity Balanced K
Price$29.97
Change+$0.19 (+0.64%)
VolumeN/A
Net Assets56.88B
CLBFX vs FBAKX Comparison Chart
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CLBFX vs. FBAKX commentary
Jan 19, 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 Hold.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 240B vs. FBAKX (56.9B). 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). FBAKX annual gain was more profitable for investors over the last year : 13.59 vs. CLBFX (12.43). CLBFX return over 5 years is better than : 32.62 vs. FBAKX (27.96).
| 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 | 1.958 | 1.387 | 141% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 240B | 56.9B | 422% |
| Annual Yield % from dividends | 2.39 | 1.63 | 147% |
| Returns for 1 year | 12.43 | 13.59 | 91% |
| Returns for 3 years | 14.37 | 7.78 | 185% |
| Returns for 5 years | 32.62 | 27.96 | 117% |
| Returns for 10 years | 72.52 | 49.09 | 148% |