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CLBAX vs QKBGX
CLBAX vs QKBGX Comparison
Open Charts CLBAX vs QKBGX
American Funds American Balanced 529A
Price$35.56
Change-$0.31 (-0.86%)
VolumeN/A
Net Assets244.39B
Federated Hermes MDT Balanced R6
Price$22.11
Change-$0.22 (-0.99%)
VolumeN/A
Net Assets268.53M
CLBAX vs QKBGX Comparison Chart
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CLBAX vs. QKBGX commentary
Jun 16, 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: 244B vs. QKBGX (269M). CLBAX pays higher dividends than QKBGX: CLBAX (1.91) vs QKBGX (1.54). 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 : 5.26 vs. QKBGX (1.97). CLBAX return over 5 years is better than : 40.12 vs. QKBGX (27.07).
| 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 | 4.431 | 4.194 | 106% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244B | 269M | 90,706% |
| Annual Yield % from dividends | 1.91 | 1.54 | 124% |
| Returns for 1 year | 5.26 | 1.97 | 267% |
| Returns for 3 years | 33.60 | 25.29 | 133% |
| Returns for 5 years | 40.12 | 27.07 | 148% |
| Returns for 10 years | 70.29 | 45.83 | 153% |
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