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CLBAX vs FBALX
CLBAX vs FBALX Comparison
Open Charts CLBAX vs FBALX
American Funds American Balanced 529A
Price$38.43
Change+$0.11 (+0.29%)
VolumeN/A
Net Assets262.04B
Fidelity Balanced
Price$32.59
Change+$0.11 (+0.34%)
VolumeN/A
Net Assets58.76B
CLBAX vs FBALX Comparison Chart in %
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CLBAX vs. FBALX commentary
Sep 27, 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 Hold and FBALX is a Hold.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 262B vs. FBALX (58.8B). CLBAX pays higher dividends than FBALX: CLBAX (1.80) vs FBALX (1.67). 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 (7.85) and CLBAX (7.51) have marching annual gain over last year. CLBAX return over 5 years is better than : 45.55 vs. FBALX (32.83).
| 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 | 12.537 | 11.275 | 111% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 262B | 58.8B | 446% |
| Annual Yield % from dividends | 1.80 | 1.67 | 107% |
| Returns for 1 year | 7.51 | 7.85 | 96% |
| Returns for 3 years | 51.25 | 45.26 | 113% |
| Returns for 5 years | 45.55 | 32.83 | 139% |
| Returns for 10 years | 94.60 | 70.28 | 135% |
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