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CLBFX vs FBKFX
CLBFX vs FBKFX Comparison
Open Charts CLBFX vs FBKFX
American Funds American Balanced 529F
Price$38.80
Change-$0.09 (-0.23%)
VolumeN/A
Net Assets266.1B
Fidelity Balanced K6
Price$17.79
Change-$0.04 (-0.22%)
VolumeN/A
Net Assets2.15B
CLBFX vs FBKFX Comparison Chart in %
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CLBFX vs. FBKFX commentary
Oct 08, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 266B vs. FBKFX (2.15B). CLBFX pays higher dividends than FBKFX: CLBFX (1.89) vs FBKFX (1.79). 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 : 13.68 vs. CLBFX (10.12). FBKFX return over 5 years is better than : 57.61 vs. CLBFX (45.45).
| 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 | 14.560 | 12.819 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 2.15B | 12,361% |
| Annual Yield % from dividends | 1.89 | 1.79 | 106% |
| Returns for 1 year | 10.12 | 13.68 | 74% |
| Returns for 3 years | 52.59 | 61.28 | 86% |
| Returns for 5 years | 45.45 | 57.61 | 79% |
| Returns for 10 years | 92.94 | N/A | - |
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