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CLBFX vs FBKFX
CLBFX vs FBKFX Comparison
Open Charts CLBFX vs FBKFX
American Funds American Balanced 529F
Price$37.48
Change+$0.06 (+0.16%)
VolumeN/A
Net Assets255.46B
Fidelity Balanced K6
Price$17.25
Change+$0.03 (+0.17%)
VolumeN/A
Net Assets2.04B
CLBFX vs FBKFX Comparison Chart in %
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CLBFX vs. FBKFX commentary
Aug 28, 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: 255B vs. FBKFX (2.04B). CLBFX pays higher dividends than FBKFX: CLBFX (1.97) vs FBKFX (1.88). 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 : 10.48 vs. CLBFX (7.42). FBKFX return over 5 years is better than : 52.09 vs. CLBFX (39.80).
| 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 | 10.318 | 8.959 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 255B | 2.04B | 12,512% |
| Annual Yield % from dividends | 1.97 | 1.88 | 105% |
| Returns for 1 year | 7.42 | 10.48 | 71% |
| Returns for 3 years | 36.15 | 42.84 | 84% |
| Returns for 5 years | 39.80 | 52.09 | 76% |
| Returns for 10 years | 89.20 | N/A | - |
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