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CLBFX vs FBAKX
CLBFX vs FBAKX Comparison
Open Charts CLBFX vs FBAKX
American Funds American Balanced 529F
Price$38.87
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.37B
Fidelity Balanced K
Price$31.77
Change+$0.07 (+0.22%)
VolumeN/A
Net Assets60.3B
CLBFX vs FBAKX Comparison Chart in %
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CLBFX vs. FBAKX commentary
Oct 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 265B vs. FBAKX (60.3B). CLBFX pays higher dividends than FBAKX: CLBFX (1.89) vs FBAKX (1.68). 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 : 8.84 vs. FBAKX (7.75). CLBFX return over 5 years is better than : 45.11 vs. FBAKX (29.38).
| 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 | 14.767 | 8.773 | 168% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 265B | 60.3B | 439% |
| Annual Yield % from dividends | 1.89 | 1.68 | 113% |
| Returns for 1 year | 8.84 | 7.75 | 114% |
| Returns for 3 years | 52.03 | 49.55 | 105% |
| Returns for 5 years | 45.11 | 29.38 | 154% |
| Returns for 10 years | 91.64 | 68.20 | 134% |
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