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CLBFX vs FBKFX
CLBFX vs FBKFX Comparison
Open Charts CLBFX vs FBKFX
American Funds American Balanced 529F
Price$33.37
Change-$0.88 (-2.57%)
VolumeN/A
Net Assets235.03B
Fidelity Balanced K6
Price$15.20
Change-$0.47 (-3.00%)
VolumeN/A
Net Assets2.15B
CLBFX vs FBKFX Comparison Chart
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CLBFX vs. FBKFX commentary
Apr 04, 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 FBKFX is a Hold.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 235B vs. FBKFX (2.15B). CLBFX pays higher dividends than FBKFX: CLBFX (2.14) vs FBKFX (2.04). CLBFX was incepted earlier than FBKFX: CLBFX (23 years) vs FBKFX (6 years). CLBFX (0.68) is less costly to investors than FBKFX (0.32). CLBFX is a more actively managed with annual turnover of: 171.00 vs. FBKFX (25.00). FBKFX has a lower initial minimum investment than CLBFX: FBKFX (0) vs CLBFX (250). FBKFX annual gain was more profitable for investors over the last year : 6.06 vs. CLBFX (4.45). FBKFX return over 5 years is better than : 84.40 vs. CLBFX (53.24).
| CLBFX | FBKFX | CLBFX / FBKFX | |
| Total Expense Ratio | 0.68 | 0.32 | 213% |
| Annual Report Gross Expense Ratio | 0.68 | 0.32 | 213% |
| Fund Existence | 23 years | 6 years | - |
| Gain YTD | 0.466 | -2.193 | -21% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 235B | 2.15B | 10,935% |
| Annual Yield % from dividends | 2.14 | 2.04 | 105% |
| Returns for 1 year | 4.45 | 6.06 | 73% |
| Returns for 3 years | 14.15 | 15.83 | 89% |
| Returns for 5 years | 53.24 | 84.40 | 63% |
| Returns for 10 years | 67.95 | N/A | - |
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