CLBAX
Price
$37.12
Change
+$0.07 (+0.19%)
Updated
Jul 25 closing price
Net Assets
254.37B
QCBGX
Price
$22.47
Change
+$0.07 (+0.31%)
Updated
Jul 25 closing price
Net Assets
283.15M
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CLBAX vs QCBGX

Header iconCLBAX vs QCBGX Comparison
Open Charts CLBAX vs QCBGXBanner chart's image
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.

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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).
CLBAXQCBGXCLBAX / QCBGX
Total Expense Ratio0.582.1227%
Annual Report Gross Expense Ratio0.582.1227%
Fund Existence23 years20 years-
Gain YTD9.0138.498106%
Front Load4%N/A-
Min. Initial Investment250150017%
Min. Initial Investment IRAN/AN/A-
Net Assets254B283M89,753%
Annual Yield % from dividends1.840.63292%
Returns for 1 year10.235.60183%
Returns for 3 years35.7622.57158%
Returns for 5 years41.4219.42213%
Returns for 10 years77.5841.46187%
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