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CLBFX vs FBKFX
CLBFX vs FBKFX Comparison
Open Charts CLBFX vs FBKFX
American Funds American Balanced 529F
Price$35.72
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets243.43B
Fidelity Balanced K6
Price$16.23
Change+$0.07 (+0.43%)
VolumeN/A
Net Assets2.2B
CLBFX vs FBKFX Comparison Chart
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CLBFX vs. FBKFX commentary
Jun 07, 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: 243B 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 (7.37) and CLBFX (7.27) have marching annual gain over last year. FBKFX return over 5 years is better than : 54.63 vs. CLBFX (37.68).
| 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 | 4.778 | 1.735 | 275% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 243B | 2.2B | 11,066% |
| Annual Yield % from dividends | 2.07 | 1.92 | 108% |
| Returns for 1 year | 7.27 | 7.37 | 99% |
| Returns for 3 years | 24.09 | 30.41 | 79% |
| Returns for 5 years | 37.68 | 54.63 | 69% |
| Returns for 10 years | 75.37 | N/A | - |
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