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CLBFX vs FBKFX
CLBFX vs FBKFX Comparison
Open Charts CLBFX vs FBKFX
American Funds American Balanced 529F
Price$34.44
Change+$0.21 (+0.61%)
VolumeN/A
CapitalizationN/A
Fidelity Balanced K6
Price$16.13
Change+$0.06 (+0.37%)
VolumeN/A
CapitalizationN/A
CLBFX vs FBKFX Comparison Chart
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CLBFX vs. FBKFX commentary
Dec 24, 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 Buy and FBKFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 236B vs. FBKFX (2.07B). 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 : 16.91 vs. CLBFX (10.87). FBKFX return over 5 years is better than : 58.87 vs. CLBFX (33.43).
| 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 | 10.385 | 16.419 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 236B | 2.07B | 11,401% |
| Annual Yield % from dividends | 2.39 | 1.67 | 143% |
| Returns for 1 year | 10.87 | 16.91 | 64% |
| Returns for 3 years | 11.02 | 14.61 | 75% |
| Returns for 5 years | 33.43 | 58.87 | 57% |
| Returns for 10 years | 68.08 | N/A | - |
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