Ad is loading...
CLBFX vs FBKFX
CLBFX vs FBKFX Comparison
Open Charts CLBFX vs FBKFX
American Funds American Balanced 529F
Price$35.26
Change+$0.05 (+0.14%)
VolumeN/A
Net Assets242.48B
Fidelity Balanced K6
Price$16.38
Change+$0.07 (+0.43%)
VolumeN/A
Net Assets2.04B
CLBFX vs FBKFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CLBFX vs. FBKFX commentary
Jan 23, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 242B vs. FBKFX (2.04B). CLBFX pays higher dividends than FBKFX: CLBFX (2.39) vs FBKFX (1.67). CLBFX was incepted earlier than FBKFX: CLBFX (22 years) vs FBKFX (6 years). CLBFX is a more actively managed with annual turnover of: 171.00 vs. FBKFX (33.00). 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 : 17.23 vs. CLBFX (12.59). FBKFX return over 5 years is better than : 57.61 vs. CLBFX (34.57).
| CLBFX | FBKFX | CLBFX / FBKFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 6 years | - |
| Gain YTD | 3.069 | 2.632 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 242B | 2.04B | 11,869% |
| Annual Yield % from dividends | 2.39 | 1.67 | 143% |
| Returns for 1 year | 12.59 | 17.23 | 73% |
| Returns for 3 years | 17.97 | 23.63 | 76% |
| Returns for 5 years | 34.57 | 57.61 | 60% |
| Returns for 10 years | 72.71 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| SFAAX | 39.22 | 0.11 | +0.28% |
| Allspring Index Asset Allocation A | |||
| NMIEX | 11.03 | 0.01 | +0.09% |
| Northern Active M International Equity | |||
| NPSGX | 16.84 | 0.01 | +0.06% |
| Nicholas Partners Small Cap Gr Instl | |||
| AZNAX | 11.38 | N/A | N/A |
| Virtus Income & Growth A | |||
| MGKAX | 11.91 | -0.01 | -0.08% |
| Morgan Stanley Global Permanence A | |||