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CLBAX vs QKBGX
CLBAX vs QKBGX Comparison
Open Charts CLBAX vs QKBGX
American Funds American Balanced 529A
Price$38.07
Change+$0.15 (+0.40%)
VolumeN/A
Net Assets259.11B
Federated Hermes MDT Balanced R6
Price$23.59
Change+$0.10 (+0.43%)
VolumeN/A
Net Assets291.13M
CLBAX vs QKBGX Comparison Chart in %
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CLBAX vs. QKBGX commentary
Sep 09, 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: 259B vs. QKBGX (291M). CLBAX pays higher dividends than QKBGX: CLBAX (1.80) vs QKBGX (1.45). CLBAX was incepted earlier than QKBGX: CLBAX (24 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 : 9.95 vs. QKBGX (5.33). CLBAX return over 5 years is better than : 41.54 vs. QKBGX (25.09).
| CLBAX | QKBGX | CLBAX / QKBGX | |
| Total Expense Ratio | 0.58 | 1.06 | 55% |
| Annual Report Gross Expense Ratio | 0.58 | 1.06 | 55% |
| Fund Existence | 24 years | 19 years | - |
| Gain YTD | 11.362 | 10.697 | 106% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 259B | 291M | 89,003% |
| Annual Yield % from dividends | 1.80 | 1.45 | 123% |
| Returns for 1 year | 9.95 | 5.33 | 187% |
| Returns for 3 years | 40.92 | 30.07 | 136% |
| Returns for 5 years | 41.54 | 25.09 | 166% |
| Returns for 10 years | 88.47 | 62.06 | 143% |
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