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CLBFX vs FBALX
CLBFX vs FBALX Comparison
Open Charts CLBFX vs FBALX
American Funds American Balanced 529F
Price$38.68
Change+$0.11 (+0.29%)
VolumeN/A
Net Assets262.74B
Fidelity Balanced
Price$31.75
Change-$0.18 (-0.56%)
VolumeN/A
Net Assets61.25B
CLBFX vs FBALX Comparison Chart in %
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CLBFX vs. FBALX commentary
Nov 20, 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: 263B vs. FBALX (61.3B). CLBFX pays higher dividends than FBALX: CLBFX (1.86) vs FBALX (1.68). 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 (41.00). 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 : 9.14 vs. FBALX (7.09). CLBFX return over 5 years is better than : 41.70 vs. FBALX (25.92).
| 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 | 14.206 | 8.916 | 159% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 61.3B | 429% |
| Annual Yield % from dividends | 1.86 | 1.68 | 111% |
| Returns for 1 year | 9.14 | 7.09 | 129% |
| Returns for 3 years | 42.41 | 42.76 | 99% |
| Returns for 5 years | 41.70 | 25.92 | 161% |
| Returns for 10 years | 86.89 | 64.57 | 135% |
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