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CLBFX vs FIQAX
CLBFX vs FIQAX Comparison
Open Charts CLBFX vs FIQAX
American Funds American Balanced 529F
Price$36.41
Change+$0.11 (+0.30%)
VolumeN/A
CapitalizationN/A
Fidelity Advisor Asset Manager 60% Z
Price$16.25
Change+$0.05 (+0.31%)
VolumeN/A
CapitalizationN/A
CLBFX vs FIQAX Comparison Chart
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CLBFX vs. FIQAX commentary
Nov 23, 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 StrongBuy and FIQAX is a StrongSell.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 238B vs. FIQAX (4.21B). 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 : 21.32 vs. FIQAX (17.22). CLBFX return over 5 years is better than : 40.50 vs. FIQAX (33.17).
| 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 | 15.432 | 11.301 | 137% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 238B | 4.21B | 5,657% |
| Annual Yield % from dividends | 2.39 | 1.92 | 125% |
| Returns for 1 year | 21.32 | 17.22 | 124% |
| Returns for 3 years | 14.36 | 4.35 | 330% |
| Returns for 5 years | 40.50 | 33.17 | 122% |
| Returns for 10 years | 67.16 | N/A | - |
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