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CLBFX vs QKBGX
CLBFX vs QKBGX Comparison
Open Charts CLBFX vs QKBGX
American Funds American Balanced 529F
Price$34.95
Change-$0.20 (-0.57%)
VolumeN/A
CapitalizationN/A
Federated Hermes MDT Balanced R6
Price$21.70
Change-$0.09 (-0.41%)
VolumeN/A
CapitalizationN/A
CLBFX vs QKBGX Comparison Chart
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CLBFX vs. QKBGX commentary
Dec 19, 2024
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 StrongBuy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 230B vs. QKBGX (244M). 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 : 12.67 vs. QKBGX (10.81). CLBFX return over 5 years is better than : 35.48 vs. QKBGX (23.36).
| 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 | 11.647 | 9.954 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 230B | 244M | 94,262% |
| Annual Yield % from dividends | 2.39 | 1.72 | 139% |
| Returns for 1 year | 12.67 | 10.81 | 117% |
| Returns for 3 years | 13.69 | 5.21 | 263% |
| Returns for 5 years | 35.48 | 23.36 | 152% |
| Returns for 10 years | 61.86 | 45.97 | 135% |
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