Interact to see
Advertisement
Advertisement
CLBAX vs FBAKX
CLBAX vs FBAKX Comparison
Open Charts CLBAX vs FBAKX
American Funds American Balanced 529A
Price$37.92
Change+$0.20 (+0.53%)
VolumeN/A
Net Assets259.11B
Fidelity Balanced K
Price$32.10
Change+$0.23 (+0.72%)
VolumeN/A
Net Assets58.76B
CLBAX vs FBAKX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CLBAX vs. FBAKX commentary
Sep 08, 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: 259B vs. FBAKX (58.8B). CLBAX (1.80) and FBAKX (1.72) 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). CLBAX annual gain was more profitable for investors over the last year : 9.95 vs. FBAKX (9.46). CLBAX return over 5 years is better than : 41.54 vs. FBAKX (28.58).
| 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 | 11.362 | 9.601 | 118% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 259B | 58.8B | 440% |
| Annual Yield % from dividends | 1.80 | 1.72 | 104% |
| Returns for 1 year | 9.95 | 9.46 | 105% |
| Returns for 3 years | 40.92 | 34.94 | 117% |
| Returns for 5 years | 41.54 | 28.58 | 145% |
| Returns for 10 years | 88.47 | 62.63 | 141% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| WUGI | 86.51 | 1.33 | +1.56% |
| AXS Esoterica NextG Economy ETF | |||
| PHYS | 27.60 | 0.33 | +1.21% |
| Sprott Physical Gold Trust | |||
| FLKR | 24.92 | 0.19 | +0.77% |
| Franklin FTSE South Korea ETF | |||
| GIGB | 46.54 | 0.24 | +0.51% |
| Goldman Sachs Acss Invmt Grd Corp Bd ETF | |||
| LIAB | 153.45 | N/A | N/A |
| LifeX 2048 Infl-Prt Longevity Inc ETF | |||