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CLBFX vs FIQAX
CLBFX vs FIQAX Comparison
Open Charts CLBFX vs FIQAX
American Funds American Balanced 529F
Price$35.37
Change+$0.11 (+0.31%)
VolumeN/A
Net Assets242.81B
Fidelity Advisor Asset Manager 60% Z
Price$15.90
Change+$0.04 (+0.25%)
VolumeN/A
Net Assets4.31B
CLBFX vs FIQAX Comparison Chart
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CLBFX vs. FIQAX commentary
Jan 24, 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 FIQAX is a Hold.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 243B vs. FIQAX (4.31B). CLBFX pays higher dividends than FIQAX: CLBFX (2.39) vs FIQAX (1.92). CLBFX was incepted earlier than FIQAX: CLBFX (22 years) vs FIQAX (6 years). CLBFX is a more actively managed with annual turnover of: 171.00 vs. FIQAX (21.00). FIQAX has a lower initial minimum investment than CLBFX: FIQAX (0) vs CLBFX (250). CLBFX annual gain was more profitable for investors over the last year : 12.76 vs. FIQAX (11.75). CLBFX return over 5 years is better than : 34.99 vs. FIQAX (31.79).
| CLBFX | FIQAX | CLBFX / FIQAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 6 years | - |
| Gain YTD | 3.391 | 2.780 | 122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 243B | 4.31B | 5,638% |
| Annual Yield % from dividends | 2.39 | 1.92 | 125% |
| Returns for 1 year | 12.76 | 11.75 | 109% |
| Returns for 3 years | 18.23 | 10.40 | 175% |
| Returns for 5 years | 34.99 | 31.79 | 110% |
| Returns for 10 years | 72.97 | N/A | - |
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