CLBAX
Price
$36.80
Change
+$0.18 (+0.49%)
Updated
Jul 3 closing price
Net Assets
252.39B
QKBGX
Price
$22.87
Change
+$0.10 (+0.44%)
Updated
Jul 3 closing price
Net Assets
279.8M
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CLBAX vs QKBGX

Header iconCLBAX vs QKBGX Comparison
Open Charts CLBAX vs QKBGXBanner chart's image
American Funds American Balanced 529A
Price$36.80
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
Federated Hermes MDT Balanced R6
Price$22.87
Change+$0.10 (+0.44%)
VolumeN/A
Net Assets279.8M
CLBAX vs QKBGX Comparison Chart in %
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CLBAX vs. QKBGX 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 QKBGX is a Buy.

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FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 252B vs. QKBGX (280M). 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 : 7.84 vs. QKBGX (4.72). CLBAX return over 5 years is better than : 43.26 vs. QKBGX (28.03).
CLBAXQKBGXCLBAX / QKBGX
Total Expense Ratio0.581.0655%
Annual Report Gross Expense Ratio0.581.0655%
Fund Existence23 years19 years-
Gain YTD8.0737.776104%
Front Load4%N/A-
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets252B280M90,000%
Annual Yield % from dividends1.841.49123%
Returns for 1 year7.844.72166%
Returns for 3 years36.1427.59131%
Returns for 5 years43.2628.03154%
Returns for 10 years77.5552.66147%
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