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CLBFX vs FBALX
CLBFX vs FBALX Comparison
Open Charts CLBFX vs FBALX
American Funds American Balanced 529F
Price$32.15
Change-$1.22 (-3.66%)
VolumeN/A
Net Assets220.57B
Fidelity Balanced
Price$26.98
Change-$1.15 (-4.09%)
VolumeN/A
Net Assets54.3B
CLBFX vs FBALX Comparison Chart
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CLBFX vs. FBALX commentary
Apr 06, 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 FBALX is a Hold.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 221B vs. FBALX (54.3B). CLBFX pays higher dividends than FBALX: CLBFX (2.14) vs FBALX (1.79). CLBFX was incepted earlier than FBALX: CLBFX (23 years) vs FBALX (38 years). CLBFX (0.68) is less costly to investors than FBALX (0.47). CLBFX is a more actively managed with annual turnover of: 171.00 vs. FBALX (24.00). FBALX has a lower initial minimum investment than CLBFX: FBALX (0) vs CLBFX (250). CLBFX annual gain was more profitable for investors over the last year : -1.48 vs. FBALX (-3.04). CLBFX (43.85) and FBALX (42.63) have equivalent 5 years return.
| CLBFX | FBALX | CLBFX / FBALX | |
| Total Expense Ratio | 0.68 | 0.47 | 145% |
| Annual Report Gross Expense Ratio | 0.68 | 0.47 | 145% |
| Fund Existence | 23 years | 38 years | - |
| Gain YTD | -5.694 | -8.314 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 221B | 54.3B | 407% |
| Annual Yield % from dividends | 2.14 | 1.79 | 120% |
| Returns for 1 year | -1.48 | -3.04 | 49% |
| Returns for 3 years | 7.86 | -0.98 | -802% |
| Returns for 5 years | 43.85 | 42.63 | 103% |
| Returns for 10 years | 56.96 | 29.30 | 194% |
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