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CLBFX vs QKBGX
CLBFX vs QKBGX Comparison
Open Charts CLBFX vs QKBGX
American Funds American Balanced 529F
Price$34.88
Change+$0.11 (+0.32%)
VolumeN/A
Net Assets237.83B
Federated Hermes MDT Balanced R6
Price$21.84
Change+$0.08 (+0.37%)
VolumeN/A
Net Assets264.21M
CLBFX vs QKBGX Comparison Chart
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CLBFX vs. QKBGX commentary
May 15, 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: 238B vs. QKBGX (264M). CLBFX pays higher dividends than QKBGX: CLBFX (2.15) vs QKBGX (1.59). 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 : 6.28 vs. QKBGX (2.45). CLBFX return over 5 years is better than : 44.20 vs. QKBGX (33.78).
| 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 | 18 years | - |
| Gain YTD | 2.314 | 2.545 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 238B | 264M | 90,152% |
| Annual Yield % from dividends | 2.15 | 1.59 | 135% |
| Returns for 1 year | 6.28 | 2.45 | 256% |
| Returns for 3 years | 24.53 | 17.02 | 144% |
| Returns for 5 years | 44.20 | 33.78 | 131% |
| Returns for 10 years | 67.92 | 42.00 | 162% |
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