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CLBFX vs FBAKX
CLBFX vs FBAKX Comparison
Open Charts CLBFX vs FBAKX
American Funds American Balanced 529F
Price$37.44
Change+$0.11 (+0.29%)
VolumeN/A
Net Assets256.45B
Fidelity Balanced K
Price$31.87
Change+$0.19 (+0.60%)
VolumeN/A
Net Assets58.76B
CLBFX vs FBAKX Comparison Chart in %
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CLBFX vs. FBAKX commentary
Sep 05, 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: 256B 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). CLBFX annual gain was more profitable for investors over the last year : 8.62 vs. FBAKX (8.06). CLBFX return over 5 years is better than : 41.04 vs. FBAKX (26.94).
| 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 | 10.200 | 8.201 | 124% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 58.8B | 435% |
| Annual Yield % from dividends | 1.94 | 1.72 | 113% |
| Returns for 1 year | 8.62 | 8.06 | 107% |
| Returns for 3 years | 39.03 | 32.38 | 121% |
| Returns for 5 years | 41.04 | 26.94 | 152% |
| Returns for 10 years | 92.77 | 62.82 | 148% |
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