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CLBFX vs FBALX
CLBFX vs FBALX Comparison
Open Charts CLBFX vs FBALX
American Funds American Balanced 529F
Price$36.74
Change-$0.03 (-0.08%)
VolumeN/A
Net Assets252.37B
Fidelity Balanced
Price$31.08
Change+$0.02 (+0.06%)
VolumeN/A
Net Assets57.46B
CLBFX vs FBALX Comparison Chart in %
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CLBFX vs. FBALX commentary
Jul 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 Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 252B vs. FBALX (57.5B). CLBFX pays higher dividends than FBALX: CLBFX (1.99) vs FBALX (1.69). 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 : 7.19 vs. FBALX (5.88). CLBFX return over 5 years is better than : 41.93 vs. FBALX (29.84).
| 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 | 8.228 | 6.051 | 136% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 57.5B | 438% |
| Annual Yield % from dividends | 1.99 | 1.69 | 118% |
| Returns for 1 year | 7.19 | 5.88 | 122% |
| Returns for 3 years | 37.79 | 30.97 | 122% |
| Returns for 5 years | 41.93 | 29.84 | 141% |
| Returns for 10 years | 78.05 | 47.89 | 163% |