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CLBFX vs FBALX
CLBFX vs FBALX Comparison
Open Charts CLBFX vs FBALX
American Funds American Balanced 529F
Price$36.47
Change+$0.05 (+0.14%)
VolumeN/A
CapitalizationN/A
Fidelity Balanced
Price$29.98
Change-$0.04 (-0.13%)
VolumeN/A
CapitalizationN/A
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CLBFX vs FBALX Comparison Chart
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CLBFX vs. FBALX commentary
Oct 18, 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: 239B vs. FBALX (48.6B). 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 annual gain was more profitable for investors over the last year : 25.47 vs. FBALX (22.51). CLBFX return over 5 years is better than : 44.66 vs. FBALX (36.46).
| 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 | 15.464 | 12.985 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 239B | 48.6B | 492% |
| Annual Yield % from dividends | 2.39 | 1.56 | 153% |
| Returns for 1 year | 25.47 | 22.51 | 113% |
| Returns for 3 years | 16.54 | 6.06 | 273% |
| Returns for 5 years | 44.66 | 36.46 | 122% |
| Returns for 10 years | 77.69 | 51.67 | 150% |
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