CLBFX
Price
$36.29
Change
+$0.27 (+0.75%)
Updated
Jun 26 closing price
Net Assets
247.64B
QKBGX
Price
$22.58
Change
+$0.16 (+0.71%)
Updated
Jun 26 closing price
Net Assets
272.39M
Interact to see
Advertisement

CLBFX vs QKBGX

Header iconCLBFX vs QKBGX Comparison
Open Charts CLBFX vs QKBGXBanner chart's image
American Funds American Balanced 529F
Price$36.29
Change+$0.27 (+0.75%)
VolumeN/A
Net Assets247.64B
Federated Hermes MDT Balanced R6
Price$22.58
Change+$0.16 (+0.71%)
VolumeN/A
Net Assets272.39M
CLBFX vs QKBGX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
CLBFX vs. QKBGX commentary
Jun 27, 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 Buy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 248B vs. QKBGX (272M). CLBFX pays higher dividends than QKBGX: CLBFX (2.07) vs QKBGX (1.54). CLBFX was incepted earlier than QKBGX: CLBFX (23 years) vs QKBGX (19 years). QKBGX (1.06) is less costly to investors than CLBFX (0.67). QKBGX is a more actively managed with annual turnover of: 68.00 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 : 7.54 vs. QKBGX (3.26). CLBFX return over 5 years is better than : 45.76 vs. QKBGX (28.71).
CLBFXQKBGXCLBFX / QKBGX
Total Expense Ratio0.671.0663%
Annual Report Gross Expense Ratio0.671.0663%
Fund Existence23 years19 years-
Gain YTD6.8155.655121%
Front LoadN/AN/A-
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets248B272M91,176%
Annual Yield % from dividends2.071.54135%
Returns for 1 year7.543.26231%
Returns for 3 years34.3423.76145%
Returns for 5 years45.7628.71159%
Returns for 10 years79.6149.84160%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
BCLPX8.66N/A
N/A
BlackRock Event Driven Equity Inv C
IUAAX42.38N/A
N/A
VY® Invesco Equity and Income A
AASOX16.72N/A
N/A
Alger Small Cap Growth I-2
PSPIX24.13N/A
N/A
Principal SmallCap S&P 600 Index R6
UPAAX14.36N/A
N/A
Upright Assets Allocation Plus