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CLBFX vs FBALX
CLBFX vs FBALX Comparison
Open Charts CLBFX vs FBALX
American Funds American Balanced 529F
Price$34.88
Change+$0.22 (+0.63%)
VolumeN/A
Net Assets240.18B
Fidelity Balanced
Price$29.97
Change+$0.20 (+0.67%)
VolumeN/A
Net Assets56.88B
CLBFX vs FBALX Comparison Chart
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CLBFX vs. FBALX commentary
Jan 19, 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 Hold.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 240B vs. FBALX (56.9B). 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). FBALX annual gain was more profitable for investors over the last year : 13.52 vs. CLBFX (12.43). CLBFX return over 5 years is better than : 32.62 vs. FBALX (27.49).
| 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 | 1.958 | 1.387 | 141% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 240B | 56.9B | 422% |
| Annual Yield % from dividends | 2.39 | 1.56 | 153% |
| Returns for 1 year | 12.43 | 13.52 | 92% |
| Returns for 3 years | 14.37 | 7.55 | 190% |
| Returns for 5 years | 32.62 | 27.49 | 119% |
| Returns for 10 years | 72.52 | 47.84 | 152% |
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