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CLBFX vs QKBGX
CLBFX vs QKBGX Comparison
Open Charts CLBFX vs QKBGX
American Funds American Balanced 529F
Price$36.77
Change+$0.09 (+0.25%)
VolumeN/A
Net Assets251.77B
Federated Hermes MDT Balanced R6
Price$22.90
Change+$0.12 (+0.53%)
VolumeN/A
Net Assets278.25M
CLBFX vs QKBGX Comparison Chart in %
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CLBFX vs. QKBGX commentary
Jul 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: 252B vs. QKBGX (278M). CLBFX pays higher dividends than QKBGX: CLBFX (1.99) vs QKBGX (1.49). 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 : 7.19 vs. QKBGX (3.37). CLBFX return over 5 years is better than : 41.93 vs. QKBGX (24.89).
| 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 | 8.228 | 7.352 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 278M | 90,647% |
| Annual Yield % from dividends | 1.99 | 1.49 | 133% |
| Returns for 1 year | 7.19 | 3.37 | 213% |
| Returns for 3 years | 37.79 | 27.36 | 138% |
| Returns for 5 years | 41.93 | 24.89 | 168% |
| Returns for 10 years | 78.05 | 49.89 | 156% |
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