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CLBAX vs FBALX
CLBAX vs FBALX Comparison
Open Charts CLBAX vs FBALX
American Funds American Balanced 529A
Price$38.32
Change-$0.56 (-1.44%)
VolumeN/A
Net Assets269.72B
Fidelity Balanced
Price$32.69
Change-$0.28 (-0.85%)
VolumeN/A
Net Assets62.13B
CLBAX vs FBALX Comparison Chart in %
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CLBAX vs. FBALX commentary
Feb 04, 2026
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 StrongBuy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 270B vs. FBALX (62.1B). CLBAX pays higher dividends than FBALX: CLBAX (1.89) vs FBALX (1.71). 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). FBALX (11.65) and CLBAX (11.35) have marching annual gain over last year. CLBAX return over 5 years is better than : 37.40 vs. FBALX (21.63).
| 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 | 2.460 | 2.148 | 115% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 62.1B | 435% |
| Annual Yield % from dividends | 1.89 | 1.71 | 111% |
| Returns for 1 year | 11.35 | 11.65 | 97% |
| Returns for 3 years | 36.75 | 40.83 | 90% |
| Returns for 5 years | 37.40 | 21.63 | 173% |
| Returns for 10 years | 100.85 | 86.45 | 117% |
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