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CLBAX vs FBALX
CLBAX vs FBALX Comparison
Open Charts CLBAX vs FBALX
American Funds American Balanced 529A
Price$37.37
Change-$0.09 (-0.24%)
VolumeN/A
Net Assets256.26B
Fidelity Balanced
Price$31.77
Change-$0.09 (-0.28%)
VolumeN/A
Net Assets58.11B
CLBAX vs FBALX Comparison Chart in %
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CLBAX vs. FBALX commentary
Aug 17, 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 FBALX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 256B vs. FBALX (58.1B). CLBAX pays higher dividends than FBALX: CLBAX (1.82) vs FBALX (1.70). CLBAX was incepted earlier than FBALX: CLBAX (24 years) vs FBALX (39 years). CLBAX (0.58) is less costly to investors than FBALX (0.47). CLBAX is a more actively managed with annual turnover of: 44.00 vs. FBALX (24.00). FBALX has a lower initial minimum investment than CLBAX: FBALX (0) vs CLBAX (250). FBALX (8.05) and CLBAX (7.96) have marching annual gain over last year. CLBAX return over 5 years is better than : 39.83 vs. FBALX (28.37).
| CLBAX | FBALX | CLBAX / FBALX | |
| Total Expense Ratio | 0.58 | 0.47 | 123% |
| Annual Report Gross Expense Ratio | 0.58 | 0.47 | 123% |
| Fund Existence | 24 years | 39 years | - |
| Gain YTD | 9.747 | 8.475 | 115% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 58.1B | 441% |
| Annual Yield % from dividends | 1.82 | 1.70 | 107% |
| Returns for 1 year | 7.96 | 8.05 | 99% |
| Returns for 3 years | 30.56 | 23.13 | 132% |
| Returns for 5 years | 39.83 | 28.37 | 140% |
| Returns for 10 years | 78.78 | 53.09 | 148% |
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