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CLBFX vs FBALX
CLBFX vs FBALX Comparison
Open Charts CLBFX vs FBALX
American Funds American Balanced 529F
Price$38.50
Change+$0.02 (+0.05%)
VolumeN/A
Net Assets263.06B
Fidelity Balanced
Price$32.62
Change+$0.14 (+0.43%)
VolumeN/A
Net Assets58.76B
CLBFX vs FBALX Comparison Chart in %
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CLBFX vs. FBALX commentary
Sep 16, 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: 263B vs. FBALX (58.8B). CLBFX pays higher dividends than FBALX: CLBFX (1.94) vs FBALX (1.67). 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 : 9.91 vs. FBALX (8.93). CLBFX return over 5 years is better than : 45.01 vs. FBALX (29.83).
| 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 | 13.320 | 10.899 | 122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 58.8B | 447% |
| Annual Yield % from dividends | 1.94 | 1.67 | 116% |
| Returns for 1 year | 9.91 | 8.93 | 111% |
| Returns for 3 years | 44.65 | 37.34 | 120% |
| Returns for 5 years | 45.01 | 29.83 | 151% |
| Returns for 10 years | 95.76 | 63.90 | 150% |