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CLBAX vs FBALX
CLBAX vs FBALX Comparison
Open Charts CLBAX vs FBALX
American Funds American Balanced 529A
Price$39.65
Change-$0.50 (-1.25%)
VolumeN/A
Net Assets269.37B
Fidelity Balanced
Price$32.36
Change-$0.31 (-0.95%)
VolumeN/A
Net Assets61.46B
CLBAX vs FBALX Comparison Chart in %
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CLBAX vs. FBALX commentary
Dec 14, 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 FBALX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 269B vs. FBALX (61.5B). CLBAX (1.70) and FBALX (1.67) have matching dividends . CLBAX was incepted earlier than FBALX: CLBAX (24 years) vs FBALX (39 years). CLBAX (0.58) is less costly to investors than FBALX (0.46). CLBAX is a more actively managed with annual turnover of: 44.00 vs. FBALX (41.00). FBALX has a lower initial minimum investment than CLBAX: FBALX (0) vs CLBAX (250). CLBAX annual gain was more profitable for investors over the last year : 10.62 vs. FBALX (7.49). CLBAX return over 5 years is better than : 42.60 vs. FBALX (27.47).
| CLBAX | FBALX | CLBAX / FBALX | |
| Total Expense Ratio | 0.58 | 0.46 | 126% |
| Annual Report Gross Expense Ratio | 0.58 | 0.46 | 126% |
| Fund Existence | 24 years | 39 years | - |
| Gain YTD | 18.249 | 12.003 | 152% |
| 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 | 1.67 | 102% |
| Returns for 1 year | 10.62 | 7.49 | 142% |
| Returns for 3 years | 44.58 | 45.32 | 98% |
| Returns for 5 years | 42.60 | 27.47 | 155% |
| Returns for 10 years | 93.67 | 73.73 | 127% |
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