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CLBFX vs FIQAX
CLBFX vs FIQAX Comparison
Open Charts CLBFX vs FIQAX
American Funds American Balanced 529F
Price$38.47
Change+$0.05 (+0.13%)
VolumeN/A
Net Assets263.09B
Fidelity Advisor Asset Manager 60% Z
Price$17.58
Change+$0.06 (+0.34%)
VolumeN/A
Net Assets4.55B
CLBFX vs FIQAX Comparison Chart in %
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CLBFX vs. FIQAX commentary
Oct 01, 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 FIQAX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 263B vs. FIQAX (4.55B). FIQAX (2.00) and CLBFX (1.94) have matching dividends . CLBFX was incepted earlier than FIQAX: CLBFX (23 years) vs FIQAX (7 years). CLBFX (0.67) is less costly to investors than FIQAX (0.57). CLBFX is a more actively managed with annual turnover of: 44.00 vs. FIQAX (17.00). FIQAX has a lower initial minimum investment than CLBFX: FIQAX (0) vs CLBFX (250). FIQAX annual gain was more profitable for investors over the last year : 9.32 vs. CLBFX (7.99). CLBFX return over 5 years is better than : 45.78 vs. FIQAX (40.03).
| CLBFX | FIQAX | CLBFX / FIQAX | |
| Total Expense Ratio | 0.67 | 0.57 | 118% |
| Annual Report Gross Expense Ratio | 0.67 | 0.57 | 118% |
| Fund Existence | 23 years | 7 years | - |
| Gain YTD | 12.937 | 12.928 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 4.55B | 5,785% |
| Annual Yield % from dividends | 1.94 | 2.00 | 97% |
| Returns for 1 year | 7.99 | 9.32 | 86% |
| Returns for 3 years | 52.80 | 46.25 | 114% |
| Returns for 5 years | 45.78 | 40.03 | 114% |
| Returns for 10 years | 94.28 | N/A | - |
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