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CLBFX vs FBKFX
CLBFX vs FBKFX Comparison
Open Charts CLBFX vs FBKFX
American Funds American Balanced 529F
Price$36.38
Change+$0.09 (+0.25%)
VolumeN/A
Net Assets250.05B
Fidelity Balanced K6
Price$16.65
Change+$0.05 (+0.30%)
VolumeN/A
Net Assets2.2B
CLBFX vs FBKFX Comparison Chart in %
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CLBFX vs. FBKFX commentary
Jun 30, 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 Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 250B vs. FBKFX (2.2B). CLBFX pays higher dividends than FBKFX: CLBFX (2.07) vs FBKFX (1.92). CLBFX was incepted earlier than FBKFX: CLBFX (23 years) vs FBKFX (6 years). CLBFX (0.67) is less costly to investors than FBKFX (0.32). CLBFX is a more actively managed with annual turnover of: 44.00 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 : 9.00 vs. CLBFX (7.74). FBKFX return over 5 years is better than : 65.02 vs. CLBFX (46.12).
| CLBFX | FBKFX | CLBFX / FBKFX | |
| Total Expense Ratio | 0.67 | 0.32 | 209% |
| Annual Report Gross Expense Ratio | 0.67 | 0.32 | 209% |
| Fund Existence | 23 years | 6 years | - |
| Gain YTD | 7.080 | 4.820 | 147% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 250B | 2.2B | 11,384% |
| Annual Yield % from dividends | 2.07 | 1.92 | 108% |
| Returns for 1 year | 7.74 | 9.00 | 86% |
| Returns for 3 years | 35.75 | 43.56 | 82% |
| Returns for 5 years | 46.12 | 65.02 | 71% |
| Returns for 10 years | 79.90 | N/A | - |
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