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CLBFX vs FIQAX
CLBFX vs FIQAX Comparison
Open Charts CLBFX vs FIQAX
American Funds American Balanced 529F
Price$37.41
Change-$0.03 (-0.08%)
VolumeN/A
Net Assets256.44B
Fidelity Advisor Asset Manager 60% Z
Price$17.11
Change-$0.04 (-0.23%)
VolumeN/A
Net Assets4.45B
CLBFX vs FIQAX Comparison Chart in %
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CLBFX vs. FIQAX commentary
Aug 16, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 256B vs. FIQAX (4.45B). FIQAX (2.04) and CLBFX (1.97) 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 : 11.84 vs. CLBFX (9.37). CLBFX return over 5 years is better than : 41.32 vs. FIQAX (37.27).
| 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 | 10.112 | 10.860 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 4.45B | 5,748% |
| Annual Yield % from dividends | 1.97 | 2.04 | 97% |
| Returns for 1 year | 9.37 | 11.84 | 79% |
| Returns for 3 years | 31.59 | 26.15 | 121% |
| Returns for 5 years | 41.32 | 37.27 | 111% |
| Returns for 10 years | 82.47 | N/A | - |
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