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CLBAX vs QCBGX
CLBAX vs QCBGX Comparison
Open Charts CLBAX vs QCBGX
American Funds American Balanced 529A
Price$35.56
Change-$0.31 (-0.86%)
VolumeN/A
Net Assets244.39B
Federated Hermes MDT Balanced C
Price$21.47
Change-$0.22 (-1.01%)
VolumeN/A
Net Assets268.53M
CLBAX vs QCBGX Comparison Chart
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CLBAX vs. QCBGX commentary
Jun 15, 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 QCBGX is a Buy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 244B vs. QCBGX (269M). CLBAX pays higher dividends than QCBGX: CLBAX (1.91) vs QCBGX (0.65). CLBAX was incepted earlier than QCBGX: CLBAX (23 years) vs QCBGX (20 years). QCBGX (2.12) is less costly to investors than CLBAX (0.58). QCBGX is a more actively managed with annual turnover of: 68.00 vs. CLBAX (44.00). CLBAX has a lower initial minimum investment than QCBGX: CLBAX (250) vs QCBGX (1500). CLBAX annual gain was more profitable for investors over the last year : 5.26 vs. QCBGX (0.62). CLBAX return over 5 years is better than : 40.12 vs. QCBGX (19.69).
| CLBAX | QCBGX | CLBAX / QCBGX | |
| Total Expense Ratio | 0.58 | 2.12 | 27% |
| Annual Report Gross Expense Ratio | 0.58 | 2.12 | 27% |
| Fund Existence | 23 years | 20 years | - |
| Gain YTD | 4.431 | 3.670 | 121% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 1500 | 17% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244B | 269M | 90,706% |
| Annual Yield % from dividends | 1.91 | 0.65 | 295% |
| Returns for 1 year | 5.26 | 0.62 | 852% |
| Returns for 3 years | 33.60 | 20.75 | 162% |
| Returns for 5 years | 40.12 | 19.69 | 204% |
| Returns for 10 years | 70.29 | 33.78 | 208% |
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