CLBFX
Price
$35.20
Change
-$0.36 (-1.01%)
Updated
Feb 21 closing price
Net Assets
242.17B
FBALX
Price
$30.06
Change
-$0.34 (-1.12%)
Updated
Feb 21 closing price
Net Assets
57.8B
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CLBFX vs FBALX

Header iconCLBFX vs FBALX Comparison
Open Charts CLBFX vs FBALXBanner chart's image
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.

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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).
CLBFXFBALXCLBFX / FBALX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence22 years38 years-
Gain YTD2.8941.691171%
Front LoadN/AN/A-
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets242B57.8B419%
Annual Yield % from dividends2.391.56153%
Returns for 1 year9.369.03104%
Returns for 3 years19.6412.77154%
Returns for 5 years32.8726.47124%
Returns for 10 years68.6742.59161%
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