CLBAX
Price
$37.37
Change
-$0.09 (-0.24%)
Updated
Aug 15 closing price
Net Assets
256.26B
QCBGX
Price
$22.52
Change
-$0.02 (-0.09%)
Updated
Aug 15 closing price
Net Assets
285.66M
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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$37.37
Change-$0.09 (-0.24%)
VolumeN/A
Net Assets256.26B
Federated Hermes MDT Balanced C
Price$22.52
Change-$0.02 (-0.09%)
VolumeN/A
Net Assets285.66M
CLBAX vs QCBGX Comparison Chart in %
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CLBAX vs. QCBGX commentary
Aug 18, 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: 256B vs. QCBGX (286M). CLBAX pays higher dividends than QCBGX: CLBAX (1.82) vs QCBGX (0.62). 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 : 7.96 vs. QCBGX (3.19). CLBAX return over 5 years is better than : 39.83 vs. QCBGX (16.45).
CLBAXQCBGXCLBAX / QCBGX
Total Expense Ratio0.582.1227%
Annual Report Gross Expense Ratio0.582.1227%
Fund Existence24 years20 years-
Gain YTD9.7478.740112%
Front Load4%N/A-
Min. Initial Investment250150017%
Min. Initial Investment IRAN/AN/A-
Net Assets256B286M89,510%
Annual Yield % from dividends1.820.62293%
Returns for 1 year7.963.19250%
Returns for 3 years30.5616.22188%
Returns for 5 years39.8316.45242%
Returns for 10 years78.7841.51190%
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