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CLBFX vs QKBGX
CLBFX vs QKBGX Comparison
Open Charts CLBFX vs QKBGX
American Funds American Balanced 529F
Price$38.49
Change+$0.11 (+0.29%)
VolumeN/A
Net Assets263.25B
Federated Hermes MDT Balanced R6
Price$23.77
Change+$0.07 (+0.30%)
VolumeN/A
Net Assets293.61M
CLBFX vs QKBGX Comparison Chart in %
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CLBFX vs. QKBGX commentary
Sep 19, 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.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 263B vs. QKBGX (294M). CLBFX pays higher dividends than QKBGX: CLBFX (1.94) vs QKBGX (1.45). CLBFX was incepted earlier than QKBGX: CLBFX (23 years) vs QKBGX (19 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 : 10.06 vs. QKBGX (4.61). CLBFX return over 5 years is better than : 46.28 vs. QKBGX (28.27).
| CLBFX | QKBGX | CLBFX / QKBGX | |
| Total Expense Ratio | 0.67 | 1.06 | 63% |
| Annual Report Gross Expense Ratio | 0.67 | 1.06 | 63% |
| Fund Existence | 23 years | 19 years | - |
| Gain YTD | 13.291 | 11.687 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 294M | 89,456% |
| Annual Yield % from dividends | 1.94 | 1.45 | 134% |
| Returns for 1 year | 10.06 | 4.61 | 218% |
| Returns for 3 years | 44.25 | 31.52 | 140% |
| Returns for 5 years | 46.28 | 28.27 | 164% |
| Returns for 10 years | 95.21 | 63.92 | 149% |
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