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CLBFX vs QKBGX
CLBFX vs QKBGX Comparison
Open Charts CLBFX vs QKBGX
American Funds American Balanced 529F
Price$33.37
Change-$0.88 (-2.57%)
VolumeN/A
Net Assets235.03B
Federated Hermes MDT Balanced R6
Price$20.68
Change-$0.66 (-3.09%)
VolumeN/A
Net Assets258.18M
CLBFX vs QKBGX Comparison Chart
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CLBFX vs. QKBGX commentary
Apr 04, 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 Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 235B vs. QKBGX (258M). CLBFX pays higher dividends than QKBGX: CLBFX (2.14) 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 (0.68). CLBFX is a more actively managed with annual turnover of: 171.00 vs. QKBGX (68.00). 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 : 1.49 vs. QKBGX (0.61). CLBFX return over 5 years is better than : 49.30 vs. QKBGX (45.94).
| CLBFX | QKBGX | CLBFX / QKBGX | |
| Total Expense Ratio | 0.68 | 1.06 | 64% |
| Annual Report Gross Expense Ratio | 0.68 | 1.06 | 64% |
| Fund Existence | 23 years | 18 years | - |
| Gain YTD | -2.116 | 0.566 | -374% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 235B | 258M | 91,085% |
| Annual Yield % from dividends | 2.14 | 1.59 | 134% |
| Returns for 1 year | 1.49 | 0.61 | 245% |
| Returns for 3 years | 10.84 | 5.43 | 200% |
| Returns for 5 years | 49.30 | 45.94 | 107% |
| Returns for 10 years | 62.85 | 40.17 | 156% |
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