CLBFX
Price
$36.29
Change
+$0.27 (+0.75%)
Updated
Jun 26 closing price
Net Assets
247.64B
FIQAX
Price
$16.57
Change
+$0.13 (+0.79%)
Updated
Jun 26 closing price
Net Assets
4.3B
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CLBFX vs FIQAX

Header iconCLBFX vs FIQAX Comparison
Open Charts CLBFX vs FIQAXBanner chart's image
American Funds American Balanced 529F
Price$36.29
Change+$0.27 (+0.75%)
VolumeN/A
Net Assets247.64B
Fidelity Advisor Asset Manager 60% Z
Price$16.57
Change+$0.13 (+0.79%)
VolumeN/A
Net Assets4.3B
CLBFX vs FIQAX Comparison Chart in %
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CLBFX vs. FIQAX commentary
Jun 27, 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 Buy.

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FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 248B vs. FIQAX (4.3B). FIQAX (2.13) and CLBFX (2.07) 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 : 8.53 vs. CLBFX (7.54). CLBFX return over 5 years is better than : 45.76 vs. FIQAX (40.64).
CLBFXFIQAXCLBFX / FIQAX
Total Expense Ratio0.670.57118%
Annual Report Gross Expense Ratio0.670.57118%
Fund Existence23 years7 years-
Gain YTD6.8156.270109%
Front LoadN/AN/A-
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets248B4.3B5,770%
Annual Yield % from dividends2.072.1397%
Returns for 1 year7.548.5388%
Returns for 3 years34.3428.55120%
Returns for 5 years45.7640.64113%
Returns for 10 years79.61N/A-
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