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CLBAX vs QCBGX
CLBAX vs QCBGX Comparison
Open Charts CLBAX vs QCBGX
American Funds American Balanced 529A
Price$37.92
Change+$0.20 (+0.53%)
VolumeN/A
Net Assets259.11B
Federated Hermes MDT Balanced C
Price$22.76
Change+$0.05 (+0.22%)
VolumeN/A
Net Assets289.97M
CLBAX vs QCBGX Comparison Chart in %
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CLBAX vs. QCBGX commentary
Sep 08, 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: 259B vs. QCBGX (290M). 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 : 9.95 vs. QCBGX (3.91). CLBAX return over 5 years is better than : 41.54 vs. QCBGX (17.81).
| 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 | 11.362 | 9.899 | 115% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 1500 | 17% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 259B | 290M | 89,310% |
| Annual Yield % from dividends | 1.80 | 0.61 | 292% |
| Returns for 1 year | 9.95 | 3.91 | 255% |
| Returns for 3 years | 40.92 | 25.43 | 161% |
| Returns for 5 years | 41.54 | 17.81 | 233% |
| Returns for 10 years | 88.47 | 48.61 | 182% |
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