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CLBFX vs FIQAX
CLBFX vs FIQAX Comparison
Open Charts CLBFX vs FIQAX
American Funds American Balanced 529F
Price$39.30
Change+$0.27 (+0.69%)
VolumeN/A
Net Assets268.39B
Fidelity Advisor Asset Manager 60% Z
Price$17.86
Change+$0.10 (+0.56%)
VolumeN/A
Net Assets4.68B
CLBFX vs FIQAX Comparison Chart in %
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CLBFX vs. FIQAX commentary
Oct 26, 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: 268B vs. FIQAX (4.68B). FIQAX (1.94) and CLBFX (1.89) 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 : 13.22 vs. CLBFX (11.14). CLBFX return over 5 years is better than : 47.42 vs. FIQAX (39.88).
| 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 | 16.037 | 15.449 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 268B | 4.68B | 5,724% |
| Annual Yield % from dividends | 1.89 | 1.94 | 97% |
| Returns for 1 year | 11.14 | 13.22 | 84% |
| Returns for 3 years | 50.34 | 45.08 | 112% |
| Returns for 5 years | 47.42 | 39.88 | 119% |
| Returns for 10 years | 90.96 | N/A | - |
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