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CLBAX vs FBAKX
CLBAX vs FBAKX Comparison
Open Charts CLBAX vs FBAKX
American Funds American Balanced 529A
Price$38.27
Change-$0.07 (-0.18%)
VolumeN/A
Net Assets269.72B
Fidelity Balanced K
Price$32.50
Change-$0.11 (-0.34%)
VolumeN/A
Net Assets61.24B
CLBAX vs FBAKX Comparison Chart in %
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CLBAX vs. FBAKX commentary
Jan 16, 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 Hold.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 270B vs. FBAKX (61.2B). CLBAX pays higher dividends than FBAKX: CLBAX (1.94) vs FBAKX (1.77). 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). CLBAX annual gain was more profitable for investors over the last year : 14.23 vs. FBAKX (13.24). CLBAX return over 5 years is better than : 38.44 vs. FBAKX (23.67).
| 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 | 2.326 | 1.462 | 159% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 61.2B | 441% |
| Annual Yield % from dividends | 1.94 | 1.77 | 109% |
| Returns for 1 year | 14.23 | 13.24 | 107% |
| Returns for 3 years | 37.73 | 44.45 | 85% |
| Returns for 5 years | 38.44 | 23.67 | 162% |
| Returns for 10 years | 101.82 | 85.72 | 119% |
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