CLBAX
Price
$36.80
Change
+$0.18 (+0.49%)
Updated
Jul 3 closing price
Net Assets
252.39B
QCBGX
Price
$22.19
Change
+$0.09 (+0.41%)
Updated
Jul 3 closing price
Net Assets
279.8M
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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$36.80
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
Federated Hermes MDT Balanced C
Price$22.19
Change+$0.09 (+0.41%)
VolumeN/A
Net Assets279.8M
CLBAX vs QCBGX Comparison Chart in %
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CLBAX vs. QCBGX commentary
Jul 07, 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: 252B vs. QCBGX (280M). 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 : 7.84 vs. QCBGX (3.27). CLBAX return over 5 years is better than : 43.26 vs. QCBGX (20.52).
CLBAXQCBGXCLBAX / QCBGX
Total Expense Ratio0.582.1227%
Annual Report Gross Expense Ratio0.582.1227%
Fund Existence23 years20 years-
Gain YTD8.0737.146113%
Front Load4%N/A-
Min. Initial Investment250150017%
Min. Initial Investment IRAN/AN/A-
Net Assets252B280M90,000%
Annual Yield % from dividends1.840.63292%
Returns for 1 year7.843.27240%
Returns for 3 years36.1422.96157%
Returns for 5 years43.2620.52211%
Returns for 10 years77.5540.04194%
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