Interact to see
Advertisement
Advertisement
CLBAX vs QCBGX
CLBAX vs QCBGX Comparison
Open Charts CLBAX vs QCBGX
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 %
Loading...
View a ticker or compare two or three
VS
VS
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.
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).
| CLBAX | QCBGX | CLBAX / QCBGX | |
| Total Expense Ratio | 0.58 | 2.12 | 27% |
| Annual Report Gross Expense Ratio | 0.58 | 2.12 | 27% |
| Fund Existence | 23 years | 20 years | - |
| Gain YTD | 8.073 | 7.146 | 113% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 1500 | 17% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 280M | 90,000% |
| Annual Yield % from dividends | 1.84 | 0.63 | 292% |
| Returns for 1 year | 7.84 | 3.27 | 240% |
| Returns for 3 years | 36.14 | 22.96 | 157% |
| Returns for 5 years | 43.26 | 20.52 | 211% |
| Returns for 10 years | 77.55 | 40.04 | 194% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement