CLBAX
Price
$36.80
Change
+$0.18 (+0.49%)
Updated
Jul 3 closing price
Net Assets
252.39B
FBAKX
Price
$31.16
Change
+$0.15 (+0.48%)
Updated
Jul 3 closing price
Net Assets
57.46B
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CLBAX vs FBAKX

Header iconCLBAX vs FBAKX Comparison
Open Charts CLBAX vs FBAKXBanner chart's image
American Funds American Balanced 529A
Price$36.80
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
Fidelity Balanced K
Price$31.16
Change+$0.15 (+0.48%)
VolumeN/A
Net Assets57.46B
CLBAX vs FBAKX Comparison Chart in %
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CLBAX vs. FBAKX commentary
Jul 07, 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.

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FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 252B 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 : 7.84 vs. FBAKX (6.38). CLBAX return over 5 years is better than : 43.26 vs. FBAKX (33.69).
CLBAXFBAKXCLBAX / FBAKX
Total Expense Ratio0.580.39149%
Annual Report Gross Expense Ratio0.580.39149%
Fund Existence23 years17 years-
Gain YTD8.0735.906137%
Front Load4%N/A-
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets252B57.5B438%
Annual Yield % from dividends1.841.74105%
Returns for 1 year7.846.38123%
Returns for 3 years36.1431.23116%
Returns for 5 years43.2633.69128%
Returns for 10 years77.5551.38151%
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