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CLBFX vs FBALX
CLBFX vs FBALX Comparison
Open Charts CLBFX vs FBALX
American Funds American Balanced 529F
Price$34.79
Change+$0.03 (+0.09%)
VolumeN/A
Net Assets240.4B
Fidelity Balanced
Price$29.38
Change-$0.36 (-1.21%)
VolumeN/A
Net Assets53.54B
CLBFX vs FBALX Comparison Chart
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CLBFX vs. FBALX commentary
May 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 Buy and FBALX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 240B vs. FBALX (53.5B). CLBFX pays higher dividends than FBALX: CLBFX (2.15) vs FBALX (1.83). 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 (4.45) and FBALX (4.45) have marching annual gain over last year. CLBFX return over 5 years is better than : 40.89 vs. FBALX (34.42).
| 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 | 1.962 | 1.065 | 184% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 240B | 53.5B | 449% |
| Annual Yield % from dividends | 2.15 | 1.83 | 118% |
| Returns for 1 year | 4.45 | 4.45 | 100% |
| Returns for 3 years | 25.32 | 22.80 | 111% |
| Returns for 5 years | 40.89 | 34.42 | 119% |
| Returns for 10 years | 67.61 | 40.30 | 168% |
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