Interact to see
Advertisement
Advertisement
CLBAX vs FBALX
CLBAX vs FBALX Comparison
Open Charts CLBAX vs FBALX
American Funds American Balanced 529A
Price$38.98
Change-$0.49 (-1.24%)
VolumeN/A
Net Assets268.67B
Fidelity Balanced
Price$32.09
Change-$0.39 (-1.20%)
VolumeN/A
Net Assets61.25B
CLBAX vs FBALX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CLBAX vs. FBALX commentary
Nov 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 Buy and FBALX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 269B vs. FBALX (61.3B). CLBAX (1.73) and FBALX (1.68) 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 (0.47). 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 (8.87) and CLBAX (8.74) have marching annual gain over last year. CLBAX return over 5 years is better than : 41.36 vs. FBALX (29.01).
| 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 | 14.803 | 11.420 | 130% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 61.3B | 439% |
| Annual Yield % from dividends | 1.73 | 1.68 | 103% |
| Returns for 1 year | 8.74 | 8.87 | 99% |
| Returns for 3 years | 43.29 | 46.29 | 94% |
| Returns for 5 years | 41.36 | 29.01 | 143% |
| Returns for 10 years | 86.58 | 70.40 | 123% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement