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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+$0.22 (+0.63%)
VolumeN/A
Net Assets240.18B
Federated Hermes MDT Balanced R6
Price$21.60
Change+$0.09 (+0.42%)
VolumeN/A
Net Assets244.84M
CLBFX vs QKBGX Comparison Chart
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CLBFX vs. QKBGX commentary
Jan 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 Hold.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 240B vs. QKBGX (245M). 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 : 12.43 vs. QKBGX (9.50). CLBFX return over 5 years is better than : 32.62 vs. QKBGX (19.78).
| 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 | 1.958 | 1.791 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 240B | 245M | 97,959% |
| Annual Yield % from dividends | 2.39 | 1.72 | 139% |
| Returns for 1 year | 12.43 | 9.50 | 131% |
| Returns for 3 years | 14.37 | 6.01 | 239% |
| Returns for 5 years | 32.62 | 19.78 | 165% |
| Returns for 10 years | 72.52 | 47.19 | 154% |