CLBFX
Price
$38.26
Change
-$0.17 (-0.44%)
Updated
Sep 25 closing price
Net Assets
263.26B
FBAKX
Price
$32.49
Change
-$0.11 (-0.34%)
Updated
Sep 25 closing price
Net Assets
58.76B
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CLBFX vs FBAKX

Header iconCLBFX vs FBAKX Comparison
Open Charts CLBFX vs FBAKXBanner chart's image
American Funds American Balanced 529F
Price$38.26
Change-$0.17 (-0.44%)
VolumeN/A
Net Assets263.26B
Fidelity Balanced K
Price$32.49
Change-$0.11 (-0.34%)
VolumeN/A
Net Assets58.76B
CLBFX vs FBAKX Comparison Chart in %
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CLBFX vs. FBAKX commentary
Sep 26, 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 Hold.

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FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 263B vs. FBAKX (58.8B). CLBFX pays higher dividends than FBAKX: CLBFX (1.94) vs FBAKX (1.72). 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 (8.23) and CLBFX (7.92) have marching annual gain over last year. CLBFX return over 5 years is better than : 46.68 vs. FBAKX (33.34).
CLBFXFBAKXCLBFX / FBAKX
Total Expense Ratio0.670.39172%
Annual Report Gross Expense Ratio0.670.39172%
Fund Existence23 years17 years-
Gain YTD12.61411.343111%
Front LoadN/AN/A-
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets263B58.8B447%
Annual Yield % from dividends1.941.72113%
Returns for 1 year7.928.2396%
Returns for 3 years51.3945.23114%
Returns for 5 years46.6833.34140%
Returns for 10 years98.9871.60138%
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