Ad is loading...
CLBFX vs FBKFX
CLBFX vs FBKFX Comparison
Open Charts CLBFX vs FBKFX
American Funds American Balanced 529F
Price$33.59
Change+$0.44 (+1.33%)
VolumeN/A
Net Assets226.9B
Fidelity Balanced K6
Price$15.22
Change+$0.21 (+1.40%)
VolumeN/A
Net Assets2.15B
CLBFX vs FBKFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CLBFX vs. FBKFX commentary
Apr 25, 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: 227B 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 : 3.25 vs. CLBFX (1.79). FBKFX return over 5 years is better than : 58.25 vs. CLBFX (35.44).
| 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 | -3.758 | -6.575 | 57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 227B | 2.15B | 10,563% |
| Annual Yield % from dividends | 2.14 | 2.04 | 105% |
| Returns for 1 year | 1.79 | 3.25 | 55% |
| Returns for 3 years | 13.72 | 17.60 | 78% |
| Returns for 5 years | 35.44 | 58.25 | 61% |
| Returns for 10 years | 57.89 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...