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CLBFX vs QKBGX
CLBFX vs QKBGX Comparison
Open Charts CLBFX vs QKBGX
American Funds American Balanced 529F
Price$35.20
Change-$0.36 (-1.01%)
VolumeN/A
Net Assets242.17B
Federated Hermes MDT Balanced R6
Price$21.81
Change-$0.25 (-1.13%)
VolumeN/A
Net Assets252.17M
CLBFX vs QKBGX Comparison Chart
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CLBFX vs. QKBGX commentary
Feb 23, 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: 242B vs. QKBGX (252M). CLBFX pays higher dividends than QKBGX: CLBFX (2.39) vs QKBGX (1.72). CLBFX was incepted earlier than QKBGX: CLBFX (22 years) vs QKBGX (18 years). CLBFX is a more actively managed with annual turnover of: 171.00 vs. QKBGX (104.00). 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 : 9.36 vs. QKBGX (6.38). CLBFX return over 5 years is better than : 32.87 vs. QKBGX (21.01).
| CLBFX | QKBGX | CLBFX / QKBGX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 18 years | - |
| Gain YTD | 2.894 | 2.780 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 242B | 252M | 96,032% |
| Annual Yield % from dividends | 2.39 | 1.72 | 139% |
| Returns for 1 year | 9.36 | 6.38 | 147% |
| Returns for 3 years | 19.64 | 10.68 | 184% |
| Returns for 5 years | 32.87 | 21.01 | 156% |
| Returns for 10 years | 68.67 | 43.00 | 160% |
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