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CLBFX vs FBKFX
CLBFX vs FBKFX Comparison
Open Charts CLBFX vs FBKFX
American Funds American Balanced 529F
Price$38.49
Change-$0.01 (-0.03%)
VolumeN/A
Net Assets263.25B
Fidelity Balanced K6
Price$17.63
Change-$0.01 (-0.06%)
VolumeN/A
Net Assets2.1B
CLBFX vs FBKFX Comparison Chart in %
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CLBFX vs. FBKFX commentary
Sep 17, 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: 263B vs. FBKFX (2.1B). CLBFX pays higher dividends than FBKFX: CLBFX (1.94) vs FBKFX (1.84). 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 : 12.61 vs. CLBFX (9.63). FBKFX return over 5 years is better than : 59.58 vs. CLBFX (45.52).
| 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 | 13.291 | 11.616 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 2.1B | 12,530% |
| Annual Yield % from dividends | 1.94 | 1.84 | 105% |
| Returns for 1 year | 9.63 | 12.61 | 76% |
| Returns for 3 years | 44.61 | 52.28 | 85% |
| Returns for 5 years | 45.52 | 59.58 | 76% |
| Returns for 10 years | 95.71 | N/A | - |
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