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CLBAX vs QKBGX
CLBAX vs QKBGX Comparison
Open Charts CLBAX vs QKBGX
American Funds American Balanced 529A
Price$37.12
Change+$0.07 (+0.19%)
VolumeN/A
Net Assets254.37B
Federated Hermes MDT Balanced R6
Price$23.17
Change+$0.08 (+0.35%)
VolumeN/A
Net Assets283.15M
CLBAX vs QKBGX Comparison Chart in %
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CLBAX vs. QKBGX commentary
Jul 27, 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 QKBGX is a Buy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 254B vs. QKBGX (283M). CLBAX pays higher dividends than QKBGX: CLBAX (1.84) vs QKBGX (1.49). CLBAX was incepted earlier than QKBGX: CLBAX (23 years) vs QKBGX (19 years). QKBGX (1.06) is less costly to investors than CLBAX (0.58). QKBGX is a more actively managed with annual turnover of: 68.00 vs. CLBAX (44.00). QKBGX has a lower initial minimum investment than CLBAX: QKBGX (0) vs CLBAX (250). CLBAX annual gain was more profitable for investors over the last year : 10.23 vs. QKBGX (7.05). CLBAX return over 5 years is better than : 41.42 vs. QKBGX (26.83).
| CLBAX | QKBGX | CLBAX / QKBGX | |
| Total Expense Ratio | 0.58 | 1.06 | 55% |
| Annual Report Gross Expense Ratio | 0.58 | 1.06 | 55% |
| Fund Existence | 23 years | 19 years | - |
| Gain YTD | 9.013 | 9.189 | 98% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 283M | 89,753% |
| Annual Yield % from dividends | 1.84 | 1.49 | 123% |
| Returns for 1 year | 10.23 | 7.05 | 145% |
| Returns for 3 years | 35.76 | 27.09 | 132% |
| Returns for 5 years | 41.42 | 26.83 | 154% |
| Returns for 10 years | 77.58 | 54.29 | 143% |
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