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CLBFX vs FBAKX
CLBFX vs FBAKX Comparison
Open Charts CLBFX vs FBAKX
American Funds American Balanced 529F
Price$35.51
Change-$0.31 (-0.87%)
VolumeN/A
Net Assets246.53B
Fidelity Balanced K
Price$30.03
Change-$0.24 (-0.79%)
VolumeN/A
Net Assets55.5B
CLBFX vs FBAKX Comparison Chart
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CLBFX vs. FBAKX commentary
Jun 14, 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: 247B vs. FBAKX (55.5B). CLBFX pays higher dividends than FBAKX: CLBFX (2.07) vs FBAKX (1.81). 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). CLBFX annual gain was more profitable for investors over the last year : 5.44 vs. FBAKX (4.50). CLBFX return over 5 years is better than : 41.30 vs. FBAKX (33.32).
| 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 | 4.519 | 2.881 | 157% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 247B | 55.5B | 445% |
| Annual Yield % from dividends | 2.07 | 1.81 | 114% |
| Returns for 1 year | 5.44 | 4.50 | 121% |
| Returns for 3 years | 34.29 | 30.79 | 111% |
| Returns for 5 years | 41.30 | 33.32 | 124% |
| Returns for 10 years | 73.68 | 45.10 | 163% |
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