CLBAX
Price
$37.12
Change
+$0.07 (+0.19%)
Updated
Jul 25 closing price
Net Assets
254.37B
QKBGX
Price
$23.17
Change
+$0.08 (+0.35%)
Updated
Jul 25 closing price
Net Assets
283.15M
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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$37.12
Change+$0.07 (+0.19%)
VolumeN/A
Net Assets254.37B
Federated Hermes MDT Balanced R6
Price$23.17
Change+$0.08 (+0.35%)
VolumeN/A
Net Assets283.15M
CLBAX vs QKBGX Comparison Chart in %
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CLBAX vs. QKBGX commentary
Jul 27, 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: 254B vs. QKBGX (283M). 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 : 10.23 vs. QKBGX (7.05). CLBAX return over 5 years is better than : 41.42 vs. QKBGX (26.83).
CLBAXQKBGXCLBAX / QKBGX
Total Expense Ratio0.581.0655%
Annual Report Gross Expense Ratio0.581.0655%
Fund Existence23 years19 years-
Gain YTD9.0139.18998%
Front Load4%N/A-
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets254B283M89,753%
Annual Yield % from dividends1.841.49123%
Returns for 1 year10.237.05145%
Returns for 3 years35.7627.09132%
Returns for 5 years41.4226.83154%
Returns for 10 years77.5854.29143%
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