Interact to see
Advertisement
Advertisement
CLBFX vs FBALX
CLBFX vs FBALX Comparison
Open Charts CLBFX vs FBALX
American Funds American Balanced 529F
Price$38.83
Change-$0.07 (-0.18%)
VolumeN/A
Net Assets265.37B
Fidelity Balanced
Price$31.69
Change-$0.07 (-0.22%)
VolumeN/A
Net Assets60.3B
CLBFX vs FBALX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CLBFX vs. FBALX commentary
Oct 18, 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: 265B vs. FBALX (60.3B). CLBFX pays higher dividends than FBALX: CLBFX (1.89) vs FBALX (1.63). 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 : 8.87 vs. FBALX (7.77). CLBFX return over 5 years is better than : 44.96 vs. FBALX (29.19).
| 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 | 14.649 | 8.950 | 164% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 265B | 60.3B | 439% |
| Annual Yield % from dividends | 1.89 | 1.63 | 116% |
| Returns for 1 year | 8.87 | 7.77 | 114% |
| Returns for 3 years | 52.93 | 50.77 | 104% |
| Returns for 5 years | 44.96 | 29.19 | 154% |
| Returns for 10 years | 91.36 | 66.93 | 136% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| FICS | 38.83 | 0.09 | +0.22% |
| First Trust Intl Developed Cap Strth ETF | |||
| JSCP | 47.68 | 0.08 | +0.17% |
| JPMorgan Short Duration Core Plus ETF | |||
| VMAX | 52.94 | N/A | N/A |
| Hartford US Value ETF | |||
| RSP | 187.06 | -1.79 | -0.95% |
| Invesco S&P 500® Equal Weight ETF | |||
| RFLR | 28.13 | -0.29 | -1.03% |
| Innovator U.S. Small Cp Mgd Flr ETF | |||