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CLBAX vs QKBGX
CLBAX vs QKBGX Comparison
Open Charts CLBAX vs QKBGX
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.
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).
| 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 | 8.073 | 7.776 | 104% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 280M | 90,000% |
| Annual Yield % from dividends | 1.84 | 1.49 | 123% |
| Returns for 1 year | 7.84 | 4.72 | 166% |
| Returns for 3 years | 36.14 | 27.59 | 131% |
| Returns for 5 years | 43.26 | 28.03 | 154% |
| Returns for 10 years | 77.55 | 52.66 | 147% |
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