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CLBAX vs FBAKX
CLBAX vs FBAKX Comparison
Open Charts CLBAX vs FBAKX
American Funds American Balanced 529A
Price$37.12
Change+$0.07 (+0.19%)
VolumeN/A
Net Assets254.37B
Fidelity Balanced K
Price$31.40
Change+$0.10 (+0.32%)
VolumeN/A
Net Assets57.46B
CLBAX vs FBAKX Comparison Chart in %
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CLBAX vs. FBAKX commentary
Jul 27, 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: 254B vs. FBAKX (57.5B). CLBAX pays higher dividends than FBAKX: CLBAX (1.84) vs FBAKX (1.74). CLBAX was incepted earlier than FBAKX: CLBAX (23 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 : 10.23 vs. FBAKX (9.71). CLBAX return over 5 years is better than : 41.42 vs. FBAKX (31.73).
| CLBAX | FBAKX | CLBAX / FBAKX | |
| Total Expense Ratio | 0.58 | 0.39 | 149% |
| Annual Report Gross Expense Ratio | 0.58 | 0.39 | 149% |
| Fund Existence | 23 years | 17 years | - |
| Gain YTD | 9.013 | 7.244 | 124% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 57.5B | 442% |
| Annual Yield % from dividends | 1.84 | 1.74 | 105% |
| Returns for 1 year | 10.23 | 9.71 | 105% |
| Returns for 3 years | 35.76 | 30.38 | 118% |
| Returns for 5 years | 41.42 | 31.73 | 131% |
| Returns for 10 years | 77.58 | 52.83 | 147% |
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