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CLBAX vs FBAKX
CLBAX vs FBAKX Comparison
Open Charts CLBAX vs FBAKX
American Funds American Balanced 529A
Price$37.56
Change+$0.13 (+0.35%)
VolumeN/A
Net Assets269.37B
Fidelity Balanced K
Price$32.37
Change+$0.09 (+0.28%)
VolumeN/A
Net Assets61.46B
CLBAX vs FBAKX Comparison Chart in %
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CLBAX vs. FBAKX commentary
Dec 26, 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 StrongBuy and FBAKX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 269B vs. FBAKX (61.5B). CLBAX (1.70) and FBAKX (1.70) 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 (41.00). FBAKX has a lower initial minimum investment than CLBAX: FBAKX (0) vs CLBAX (250). CLBAX (9.19) and FBAKX (8.89) have marching annual gain over last year. CLBAX return over 5 years is better than : 36.41 vs. FBAKX (24.22).
| 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 | 10.621 | 10.764 | 99% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 61.5B | 437% |
| Annual Yield % from dividends | 1.70 | 1.70 | 100% |
| Returns for 1 year | 9.19 | 8.89 | 103% |
| Returns for 3 years | 37.64 | 47.74 | 79% |
| Returns for 5 years | 36.41 | 24.22 | 150% |
| Returns for 10 years | 85.38 | 70.69 | 121% |
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