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CLBAX vs QKBGX
CLBAX vs QKBGX Comparison
Open Charts CLBAX vs QKBGX
American Funds American Balanced 529A
Price$37.37
Change-$0.09 (-0.24%)
VolumeN/A
Net Assets256.26B
Federated Hermes MDT Balanced R6
Price$23.23
Change-$0.02 (-0.09%)
VolumeN/A
Net Assets285.66M
CLBAX vs QKBGX Comparison Chart in %
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CLBAX vs. QKBGX commentary
Aug 19, 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: 256B vs. QKBGX (286M). CLBAX pays higher dividends than QKBGX: CLBAX (1.82) vs QKBGX (1.48). 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 : 7.96 vs. QKBGX (4.58). CLBAX return over 5 years is better than : 39.83 vs. QKBGX (23.64).
| 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 | 9.747 | 9.472 | 103% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 286M | 89,510% |
| Annual Yield % from dividends | 1.82 | 1.48 | 124% |
| Returns for 1 year | 7.96 | 4.58 | 174% |
| Returns for 3 years | 30.56 | 20.52 | 149% |
| Returns for 5 years | 39.83 | 23.64 | 168% |
| Returns for 10 years | 78.78 | 54.32 | 145% |
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