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CLBFX vs QKBGX
CLBFX vs QKBGX Comparison
Open Charts CLBFX vs QKBGX
American Funds American Balanced 529F
Price$37.62
Change+$0.14 (+0.37%)
VolumeN/A
Net Assets255.46B
Federated Hermes MDT Balanced R6
Price$23.43
Change+$0.05 (+0.21%)
VolumeN/A
Net Assets286.75M
CLBFX vs QKBGX Comparison Chart in %
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CLBFX vs. QKBGX commentary
Aug 30, 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: 255B vs. QKBGX (287M). CLBFX pays higher dividends than QKBGX: CLBFX (1.97) vs QKBGX (1.48). 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 : 8.22 vs. QKBGX (4.05). CLBFX return over 5 years is better than : 40.33 vs. QKBGX (22.71).
| 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 | 10.730 | 10.179 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 255B | 287M | 88,850% |
| Annual Yield % from dividends | 1.97 | 1.48 | 134% |
| Returns for 1 year | 8.22 | 4.05 | 203% |
| Returns for 3 years | 37.31 | 26.78 | 139% |
| Returns for 5 years | 40.33 | 22.71 | 178% |
| Returns for 10 years | 90.86 | 61.30 | 148% |
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