Interact to see
Advertisement
Advertisement
CLBFX vs FBKFX
CLBFX vs FBKFX Comparison
Open Charts CLBFX vs FBKFX
American Funds American Balanced 529F
Price$38.68
Change+$0.11 (+0.29%)
VolumeN/A
Net Assets262.74B
Fidelity Balanced K6
Price$17.20
Change-$0.10 (-0.58%)
VolumeN/A
Net Assets2.2B
CLBFX vs FBKFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CLBFX vs. FBKFX commentary
Nov 20, 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 Hold and FBKFX is a Hold.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 263B vs. FBKFX (2.2B). CLBFX (1.86) and FBKFX (1.82) have matching dividends . 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). FBKFX is a more actively managed with annual turnover of: 53.00 vs. CLBFX (44.00). FBKFX has a lower initial minimum investment than CLBFX: FBKFX (0) vs CLBFX (250). CLBFX annual gain was more profitable for investors over the last year : 9.14 vs. FBKFX (7.73). FBKFX return over 5 years is better than : 48.72 vs. CLBFX (41.70).
| 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 | 14.206 | 9.385 | 151% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 2.2B | 11,965% |
| Annual Yield % from dividends | 1.86 | 1.82 | 102% |
| Returns for 1 year | 9.14 | 7.73 | 118% |
| Returns for 3 years | 42.41 | 50.80 | 83% |
| Returns for 5 years | 41.70 | 48.72 | 86% |
| Returns for 10 years | 86.89 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement