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CLBAX vs FBAKX
CLBAX vs FBAKX Comparison
Open Charts CLBAX vs FBAKX
American Funds American Balanced 529A
Price$37.37
Change-$0.09 (-0.24%)
VolumeN/A
Net Assets256.26B
Fidelity Balanced K
Price$31.77
Change-$0.10 (-0.31%)
VolumeN/A
Net Assets58.11B
CLBAX vs FBAKX Comparison Chart in %
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CLBAX vs. FBAKX commentary
Aug 18, 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 CLBAX is a Buy and FBAKX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 256B vs. FBAKX (58.1B). CLBAX (1.82) and FBAKX (1.75) have matching dividends . CLBAX was incepted earlier than FBAKX: CLBAX (24 years) vs FBAKX (17 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 (24.00). FBAKX has a lower initial minimum investment than CLBAX: FBAKX (0) vs CLBAX (250). FBAKX (8.11) and CLBAX (7.96) have marching annual gain over last year. CLBAX return over 5 years is better than : 39.83 vs. FBAKX (28.83).
| 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 | 17 years | - |
| Gain YTD | 9.747 | 8.508 | 115% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 58.1B | 441% |
| Annual Yield % from dividends | 1.82 | 1.75 | 104% |
| Returns for 1 year | 7.96 | 8.11 | 98% |
| Returns for 3 years | 30.56 | 23.34 | 131% |
| Returns for 5 years | 39.83 | 28.83 | 138% |
| Returns for 10 years | 78.78 | 54.30 | 145% |
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