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CLBAX vs QCBGX
CLBAX vs QCBGX Comparison
Open Charts CLBAX vs QCBGX
American Funds American Balanced 529A
Price$38.43
Change+$0.11 (+0.29%)
VolumeN/A
Net Assets262.04B
Federated Hermes MDT Balanced C
Price$22.91
Change+$0.10 (+0.44%)
VolumeN/A
Net Assets294.33M
CLBAX vs QCBGX Comparison Chart in %
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CLBAX vs. QCBGX commentary
Sep 28, 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 Hold and QCBGX is a Buy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 262B vs. QCBGX (294M). CLBAX pays higher dividends than QCBGX: CLBAX (1.80) vs QCBGX (0.61). CLBAX was incepted earlier than QCBGX: CLBAX (24 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 : 7.82 vs. QCBGX (1.69). CLBAX return over 5 years is better than : 45.97 vs. QCBGX (21.57).
| CLBAX | QCBGX | CLBAX / QCBGX | |
| Total Expense Ratio | 0.58 | 2.12 | 27% |
| Annual Report Gross Expense Ratio | 0.58 | 2.12 | 27% |
| Fund Existence | 24 years | 20 years | - |
| Gain YTD | 12.860 | 10.623 | 121% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 1500 | 17% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 262B | 294M | 89,116% |
| Annual Yield % from dividends | 1.80 | 0.61 | 292% |
| Returns for 1 year | 7.82 | 1.69 | 463% |
| Returns for 3 years | 51.69 | 33.29 | 155% |
| Returns for 5 years | 45.97 | 21.57 | 213% |
| Returns for 10 years | 95.16 | 54.26 | 175% |
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