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CLBFX vs FBAKX
CLBFX vs FBAKX Comparison
Open Charts CLBFX vs FBAKX
American Funds American Balanced 529F
Price$33.37
Change-$0.88 (-2.57%)
VolumeN/A
Net Assets235.03B
Fidelity Balanced K
Price$28.13
Change-$0.87 (-3.00%)
VolumeN/A
Net Assets54.3B
CLBFX vs FBAKX Comparison Chart
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CLBFX vs. FBAKX commentary
Apr 04, 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: 235B vs. FBAKX (54.3B). CLBFX pays higher dividends than FBAKX: CLBFX (2.14) vs FBAKX (1.85). CLBFX was incepted earlier than FBAKX: CLBFX (23 years) vs FBAKX (17 years). CLBFX (0.68) is less costly to investors than FBAKX (0.39). CLBFX is a more actively managed with annual turnover of: 171.00 vs. FBAKX (24.00). 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 : 4.45 vs. FBAKX (2.91). CLBFX (53.24) and FBAKX (52.57) have equivalent 5 years return.
| CLBFX | FBAKX | CLBFX / FBAKX | |
| Total Expense Ratio | 0.68 | 0.39 | 174% |
| Annual Report Gross Expense Ratio | 0.68 | 0.39 | 174% |
| Fund Existence | 23 years | 17 years | - |
| Gain YTD | 0.466 | -2.267 | -21% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 235B | 54.3B | 433% |
| Annual Yield % from dividends | 2.14 | 1.85 | 116% |
| Returns for 1 year | 4.45 | 2.91 | 153% |
| Returns for 3 years | 14.15 | 5.06 | 280% |
| Returns for 5 years | 53.24 | 52.57 | 101% |
| Returns for 10 years | 67.95 | 39.39 | 173% |
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