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CLBAX vs FBAKX
CLBAX vs FBAKX Comparison
Open Charts CLBAX vs FBAKX
American Funds American Balanced 529A
Price$38.32
Change-$0.56 (-1.44%)
VolumeN/A
Net Assets269.72B
Fidelity Balanced K
Price$32.70
Change-$0.28 (-0.85%)
VolumeN/A
Net Assets62.13B
CLBAX vs FBAKX Comparison Chart in %
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CLBAX vs. FBAKX commentary
Feb 05, 2026
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 CLBAX is a Hold and FBAKX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 270B vs. FBAKX (62.1B). CLBAX pays higher dividends than FBAKX: CLBAX (1.89) vs FBAKX (1.74). CLBAX was incepted earlier than FBAKX: CLBAX (24 years) vs FBAKX (18 years). CLBAX (0.58) is less costly to investors than FBAKX (0.39). CLBAX is a more actively managed with annual turnover of: 44.00 vs. FBAKX (41.00). FBAKX has a lower initial minimum investment than CLBAX: FBAKX (0) vs CLBAX (250). FBAKX (11.69) and CLBAX (11.35) have marching annual gain over last year. CLBAX return over 5 years is better than : 37.40 vs. FBAKX (22.07).
| CLBAX | FBAKX | CLBAX / FBAKX | |
| Total Expense Ratio | 0.58 | 0.39 | 149% |
| Annual Report Gross Expense Ratio | 0.58 | 0.39 | 149% |
| Fund Existence | 24 years | 18 years | - |
| Gain YTD | 2.460 | 2.147 | 115% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 62.1B | 435% |
| Annual Yield % from dividends | 1.89 | 1.74 | 109% |
| Returns for 1 year | 11.35 | 11.69 | 97% |
| Returns for 3 years | 36.75 | 41.11 | 89% |
| Returns for 5 years | 37.40 | 22.07 | 169% |
| Returns for 10 years | 100.85 | 87.91 | 115% |
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