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CLBAX vs QCBGX
CLBAX vs QCBGX Comparison
Open Charts CLBAX vs QCBGX
American Funds American Balanced 529A
Price$37.12
Change+$0.07 (+0.19%)
VolumeN/A
Net Assets254.37B
Federated Hermes MDT Balanced C
Price$22.47
Change+$0.07 (+0.31%)
VolumeN/A
Net Assets283.15M
CLBAX vs QCBGX Comparison Chart in %
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CLBAX vs. QCBGX commentary
Jul 27, 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: 254B vs. QCBGX (283M). CLBAX pays higher dividends than QCBGX: CLBAX (1.84) vs QCBGX (0.63). 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 : 10.23 vs. QCBGX (5.60). CLBAX return over 5 years is better than : 41.42 vs. QCBGX (19.42).
| 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 | 9.013 | 8.498 | 106% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 1500 | 17% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 283M | 89,753% |
| Annual Yield % from dividends | 1.84 | 0.63 | 292% |
| Returns for 1 year | 10.23 | 5.60 | 183% |
| Returns for 3 years | 35.76 | 22.57 | 158% |
| Returns for 5 years | 41.42 | 19.42 | 213% |
| Returns for 10 years | 77.58 | 41.46 | 187% |
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