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CLBFX vs FBALX
CLBFX vs FBALX Comparison
Open Charts CLBFX vs FBALX
American Funds American Balanced 529F
Price$33.71
Change+$0.12 (+0.36%)
VolumeN/A
Net Assets230.79B
Fidelity Balanced
Price$28.36
Change+$0.19 (+0.67%)
VolumeN/A
Net Assets54.3B
CLBFX vs FBALX Comparison Chart
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CLBFX vs. FBALX commentary
Apr 28, 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: 231B 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 (39 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 : 5.03 vs. FBALX (3.90). CLBFX return over 5 years is better than : 39.15 vs. FBALX (34.28).
| 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 | 39 years | - |
| Gain YTD | -1.118 | -3.624 | 31% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 231B | 54.3B | 425% |
| Annual Yield % from dividends | 2.14 | 1.79 | 120% |
| Returns for 1 year | 5.03 | 3.90 | 129% |
| Returns for 3 years | 18.22 | 11.51 | 158% |
| Returns for 5 years | 39.15 | 34.28 | 114% |
| Returns for 10 years | 62.42 | 34.82 | 179% |
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