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CLBFX vs FBALX
CLBFX vs FBALX Comparison
Open Charts CLBFX vs FBALX
American Funds American Balanced 529F
Price$34.14
Change-$0.81 (-2.32%)
VolumeN/A
CapitalizationN/A
Fidelity Balanced
Price$30.01
Change-$0.67 (-2.18%)
VolumeN/A
CapitalizationN/A
CLBFX vs FBALX Comparison Chart
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CLBFX vs. FBALX commentary
Dec 19, 2024
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 StrongBuy and FBALX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 241B vs. FBALX (56.4B). 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 : 15.75 vs. CLBFX (12.67). CLBFX (35.48) and FBALX (34.27) have equivalent 5 years return.
| 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 | 11.647 | 15.469 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 241B | 56.4B | 427% |
| Annual Yield % from dividends | 2.39 | 1.56 | 153% |
| Returns for 1 year | 12.67 | 15.75 | 80% |
| Returns for 3 years | 13.69 | 8.16 | 168% |
| Returns for 5 years | 35.48 | 34.27 | 104% |
| Returns for 10 years | 61.86 | 48.61 | 127% |
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