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CLBFX vs QKBGX
CLBFX vs QKBGX Comparison
Open Charts CLBFX vs QKBGX
American Funds American Balanced 529F
Price$38.57
Change-$0.17 (-0.44%)
VolumeN/A
Net Assets263.89B
Federated Hermes MDT Balanced R6
Price$23.45
Change-$0.09 (-0.38%)
VolumeN/A
Net Assets303.26M
CLBFX vs QKBGX Comparison Chart in %
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CLBFX vs. QKBGX commentary
Nov 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 Hold and QKBGX is a Hold.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 264B vs. QKBGX (303M). CLBFX pays higher dividends than QKBGX: CLBFX (1.86) vs QKBGX (1.42). CLBFX was incepted earlier than QKBGX: CLBFX (23 years) vs QKBGX (19 years). QKBGX (1.05) is less costly to investors than CLBFX (0.67). QKBGX is a more actively managed with annual turnover of: 82.00 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 : 8.95 vs. QKBGX (0.71). CLBFX return over 5 years is better than : 40.97 vs. QKBGX (19.47).
| CLBFX | QKBGX | CLBFX / QKBGX | |
| Total Expense Ratio | 0.67 | 1.05 | 64% |
| Annual Report Gross Expense Ratio | 0.67 | 1.05 | 64% |
| Fund Existence | 23 years | 19 years | - |
| Gain YTD | 13.881 | 10.509 | 132% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 264B | 303M | 87,129% |
| Annual Yield % from dividends | 1.86 | 1.42 | 131% |
| Returns for 1 year | 8.95 | 0.71 | 1,267% |
| Returns for 3 years | 42.00 | 27.09 | 155% |
| Returns for 5 years | 40.97 | 19.47 | 210% |
| Returns for 10 years | 86.36 | 59.51 | 145% |
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