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CLBFX vs FIQAX
CLBFX vs FIQAX Comparison
Open Charts CLBFX vs FIQAX
American Funds American Balanced 529F
Price$34.44
Change+$0.21 (+0.61%)
VolumeN/A
CapitalizationN/A
Fidelity Advisor Asset Manager 60% Z
Price$16.08
Change+$0.07 (+0.44%)
VolumeN/A
CapitalizationN/A
CLBFX vs FIQAX Comparison Chart
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CLBFX vs. FIQAX commentary
Dec 24, 2024
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 StrongBuy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 236B vs. FIQAX (4.37B). 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). FIQAX annual gain was more profitable for investors over the last year : 10.90 vs. CLBFX (10.33). CLBFX return over 5 years is better than : 32.81 vs. FIQAX (28.27).
| 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 | 9.712 | 10.137 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 236B | 4.37B | 5,400% |
| Annual Yield % from dividends | 2.39 | 1.92 | 125% |
| Returns for 1 year | 10.33 | 10.90 | 95% |
| Returns for 3 years | 11.38 | 4.27 | 267% |
| Returns for 5 years | 32.81 | 28.27 | 116% |
| Returns for 10 years | 67.19 | N/A | - |
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