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CLBAX vs FBAKX
CLBAX vs FBAKX Comparison
Open Charts CLBAX vs FBAKX
American Funds American Balanced 529A
Price$38.98
Change-$0.49 (-1.24%)
VolumeN/A
Net Assets268.67B
Fidelity Balanced K
Price$32.10
Change-$0.39 (-1.20%)
VolumeN/A
Net Assets61.25B
CLBAX vs FBAKX Comparison Chart in %
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CLBAX vs. FBAKX commentary
Nov 14, 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: 269B vs. FBAKX (61.3B). CLBAX (1.73) and FBAKX (1.71) have matching dividends . 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 (24.00). FBAKX has a lower initial minimum investment than CLBAX: FBAKX (0) vs CLBAX (250). FBAKX (8.94) and CLBAX (8.74) have marching annual gain over last year. CLBAX return over 5 years is better than : 41.36 vs. FBAKX (29.48).
| 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 | 14.803 | 11.484 | 129% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 61.3B | 439% |
| Annual Yield % from dividends | 1.73 | 1.71 | 101% |
| Returns for 1 year | 8.74 | 8.94 | 98% |
| Returns for 3 years | 43.29 | 46.60 | 93% |
| Returns for 5 years | 41.36 | 29.48 | 140% |
| Returns for 10 years | 86.58 | 71.75 | 121% |
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