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CLBFX vs FIEWX
CLBFX vs FIEWX Comparison
Open Charts CLBFX vs FIEWX
American Funds American Balanced 529F
Price$39.30
Change+$0.27 (+0.69%)
VolumeN/A
Net Assets268.39B
American Funds Retire Inc Port-Enh F3
Price$15.53
Change+$0.07 (+0.45%)
VolumeN/A
Net Assets2.09B
CLBFX vs FIEWX Comparison Chart in %
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CLBFX vs. FIEWX commentary
Oct 27, 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 FIEWX is a Hold.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 268B vs. FIEWX (2.09B). FIEWX pays higher dividends than CLBFX: FIEWX (3.12) vs CLBFX (1.89). CLBFX was incepted earlier than FIEWX: CLBFX (23 years) vs FIEWX (9 years). CLBFX (0.67) is less costly to investors than FIEWX (0.32). CLBFX is a more actively managed with annual turnover of: 44.00 vs. FIEWX (16.00). CLBFX has a lower initial minimum investment than FIEWX: CLBFX (250) vs FIEWX (1000000). FIEWX annual gain was more profitable for investors over the last year : 14.60 vs. CLBFX (11.14). FIEWX (47.85) and CLBFX (47.42) have equivalent 5 years return.
| CLBFX | FIEWX | CLBFX / FIEWX | |
| Total Expense Ratio | 0.67 | 0.32 | 209% |
| Annual Report Gross Expense Ratio | 0.67 | 0.32 | 209% |
| Fund Existence | 23 years | 9 years | - |
| Gain YTD | 16.037 | 15.748 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 268B | 2.09B | 12,829% |
| Annual Yield % from dividends | 1.89 | 3.12 | 61% |
| Returns for 1 year | 11.14 | 14.60 | 76% |
| Returns for 3 years | 50.34 | 46.98 | 107% |
| Returns for 5 years | 47.42 | 47.85 | 99% |
| Returns for 10 years | 90.96 | N/A | - |
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