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CLBAX vs FBALX
CLBAX vs FBALX Comparison
Open Charts CLBAX vs FBALX
American Funds American Balanced 529A
Price$38.93
Change+$0.05 (+0.13%)
VolumeN/A
Net Assets265.62B
Fidelity Balanced
Price$31.76
Change+$0.07 (+0.22%)
VolumeN/A
Net Assets60.3B
CLBAX vs FBALX Comparison Chart in %
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CLBAX vs. FBALX commentary
Oct 19, 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: 266B vs. FBALX (60.3B). CLBAX pays higher dividends than FBALX: CLBAX (1.76) vs FBALX (1.63). 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). CLBAX annual gain was more profitable for investors over the last year : 8.72 vs. FBALX (7.91). CLBAX return over 5 years is better than : 43.96 vs. FBALX (29.19).
| 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 | 14.656 | 8.950 | 164% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 60.3B | 441% |
| Annual Yield % from dividends | 1.76 | 1.63 | 108% |
| Returns for 1 year | 8.72 | 7.91 | 110% |
| Returns for 3 years | 51.33 | 49.56 | 104% |
| Returns for 5 years | 43.96 | 29.19 | 151% |
| Returns for 10 years | 88.01 | 67.25 | 131% |
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