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CLBFX vs FBALX
CLBFX vs FBALX Comparison
Open Charts CLBFX vs FBALX
American Funds American Balanced 529F
Price$35.20
Change-$0.36 (-1.01%)
VolumeN/A
Net Assets242.17B
Fidelity Balanced
Price$30.06
Change-$0.34 (-1.12%)
VolumeN/A
Net Assets57.8B
CLBFX vs FBALX Comparison Chart
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CLBFX vs. FBALX commentary
Feb 23, 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 Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 242B vs. FBALX (57.8B). CLBFX pays higher dividends than FBALX: CLBFX (2.39) vs FBALX (1.56). CLBFX was incepted earlier than FBALX: CLBFX (22 years) vs FBALX (38 years). CLBFX is a more actively managed with annual turnover of: 171.00 vs. FBALX (29.00). FBALX has a lower initial minimum investment than CLBFX: FBALX (0) vs CLBFX (250). CLBFX (9.36) and FBALX (9.03) have marching annual gain over last year. CLBFX return over 5 years is better than : 32.87 vs. FBALX (26.47).
| CLBFX | FBALX | CLBFX / FBALX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 38 years | - |
| Gain YTD | 2.894 | 1.691 | 171% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 242B | 57.8B | 419% |
| Annual Yield % from dividends | 2.39 | 1.56 | 153% |
| Returns for 1 year | 9.36 | 9.03 | 104% |
| Returns for 3 years | 19.64 | 12.77 | 154% |
| Returns for 5 years | 32.87 | 26.47 | 124% |
| Returns for 10 years | 68.67 | 42.59 | 161% |