CLBFX
Price
$35.72
Change
+$0.08 (+0.22%)
Updated
Jun 6 closing price
Net Assets
243.43B
QKBGX
Price
$22.24
Change
+$0.09 (+0.41%)
Updated
Jun 6 closing price
Net Assets
268.15M
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CLBFX vs QKBGX

Header iconCLBFX vs QKBGX Comparison
Open Charts CLBFX vs QKBGXBanner chart's image
American Funds American Balanced 529F
Price$35.72
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets243.43B
Federated Hermes MDT Balanced R6
Price$22.24
Change+$0.09 (+0.41%)
VolumeN/A
Net Assets268.15M
CLBFX vs QKBGX Comparison Chart
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CLBFX vs. QKBGX commentary
Jun 07, 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 QKBGX is a Buy.

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FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 243B vs. QKBGX (268M). CLBFX pays higher dividends than QKBGX: CLBFX (2.07) vs QKBGX (1.54). CLBFX was incepted earlier than QKBGX: CLBFX (23 years) vs QKBGX (18 years). QKBGX (1.06) is less costly to investors than CLBFX (0.67). QKBGX is a more actively managed with annual turnover of: 68.00 vs. CLBFX (44.00). QKBGX has a lower initial minimum investment than CLBFX: QKBGX (0) vs CLBFX (250). CLBFX annual gain was more profitable for investors over the last year : 7.27 vs. QKBGX (2.86). CLBFX return over 5 years is better than : 37.68 vs. QKBGX (23.61).
CLBFXQKBGXCLBFX / QKBGX
Total Expense Ratio0.671.0663%
Annual Report Gross Expense Ratio0.671.0663%
Fund Existence23 years18 years-
Gain YTD4.7784.383109%
Front LoadN/AN/A-
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets243B268M90,672%
Annual Yield % from dividends2.071.54135%
Returns for 1 year7.272.86255%
Returns for 3 years24.0916.07150%
Returns for 5 years37.6823.61160%
Returns for 10 years75.3747.59158%
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