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CLBAX vs FBALX
CLBAX vs FBALX Comparison
Open Charts CLBAX vs FBALX
American Funds American Balanced 529A
Price$38.34
Change-$0.04 (-0.10%)
VolumeN/A
Net Assets269.72B
Fidelity Balanced
Price$32.60
Change-$0.01 (-0.03%)
VolumeN/A
Net Assets61.24B
CLBAX vs FBALX Comparison Chart in %
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CLBAX vs. FBALX commentary
Jan 15, 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 Hold.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 270B vs. FBALX (61.2B). CLBAX pays higher dividends than FBALX: CLBAX (1.94) vs FBALX (1.74). 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 : 14.67 vs. FBALX (13.28). CLBAX return over 5 years is better than : 38.05 vs. FBALX (22.49).
| 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 | 2.513 | 1.494 | 168% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 61.2B | 441% |
| Annual Yield % from dividends | 1.94 | 1.74 | 112% |
| Returns for 1 year | 14.67 | 13.28 | 111% |
| Returns for 3 years | 37.98 | 44.20 | 86% |
| Returns for 5 years | 38.05 | 22.49 | 169% |
| Returns for 10 years | 102.19 | 84.33 | 121% |
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