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CLBFX vs FBALX
CLBFX vs FBALX Comparison
Open Charts CLBFX vs FBALX
American Funds American Balanced 529F
Price$35.51
Change-$0.31 (-0.87%)
VolumeN/A
Net Assets246.53B
Fidelity Balanced
Price$30.02
Change-$0.24 (-0.79%)
VolumeN/A
Net Assets55.5B
CLBFX vs FBALX Comparison Chart
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CLBFX vs. FBALX commentary
Jun 15, 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 FBALX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 247B vs. FBALX (55.5B). CLBFX pays higher dividends than FBALX: CLBFX (2.07) vs FBALX (1.76). CLBFX was incepted earlier than FBALX: CLBFX (23 years) vs FBALX (39 years). CLBFX (0.67) is less costly to investors than FBALX (0.47). CLBFX is a more actively managed with annual turnover of: 44.00 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 : 5.44 vs. FBALX (4.44). CLBFX return over 5 years is better than : 41.30 vs. FBALX (32.80).
| CLBFX | FBALX | CLBFX / FBALX | |
| Total Expense Ratio | 0.67 | 0.47 | 143% |
| Annual Report Gross Expense Ratio | 0.67 | 0.47 | 143% |
| Fund Existence | 23 years | 39 years | - |
| Gain YTD | 4.519 | 2.832 | 160% |
| 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 | 1.76 | 118% |
| Returns for 1 year | 5.44 | 4.44 | 123% |
| Returns for 3 years | 34.29 | 30.52 | 112% |
| Returns for 5 years | 41.30 | 32.80 | 126% |
| Returns for 10 years | 73.68 | 43.91 | 168% |
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