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CLBFX vs QKBGX
CLBFX vs QKBGX Comparison
Open Charts CLBFX vs QKBGX
American Funds American Balanced 529F
Price$35.72
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets243.43B
Federated Hermes MDT Balanced R6
Price$22.24
Change+$0.09 (+0.41%)
VolumeN/A
Net Assets268.15M
CLBFX vs QKBGX Comparison Chart
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CLBFX vs. QKBGX commentary
Jun 07, 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.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 243B vs. QKBGX (268M). CLBFX pays higher dividends than QKBGX: CLBFX (2.07) vs QKBGX (1.54). CLBFX was incepted earlier than QKBGX: CLBFX (23 years) vs QKBGX (18 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 : 7.27 vs. QKBGX (2.86). CLBFX return over 5 years is better than : 37.68 vs. QKBGX (23.61).
| CLBFX | QKBGX | CLBFX / QKBGX | |
| Total Expense Ratio | 0.67 | 1.06 | 63% |
| Annual Report Gross Expense Ratio | 0.67 | 1.06 | 63% |
| Fund Existence | 23 years | 18 years | - |
| Gain YTD | 4.778 | 4.383 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 243B | 268M | 90,672% |
| Annual Yield % from dividends | 2.07 | 1.54 | 135% |
| Returns for 1 year | 7.27 | 2.86 | 255% |
| Returns for 3 years | 24.09 | 16.07 | 150% |
| Returns for 5 years | 37.68 | 23.61 | 160% |
| Returns for 10 years | 75.37 | 47.59 | 158% |