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CLBAX vs QKBGX
CLBAX vs QKBGX Comparison
Open Charts CLBAX vs QKBGX
American Funds American Balanced 529A
Price$38.43
Change+$0.11 (+0.29%)
VolumeN/A
Net Assets262.75B
Federated Hermes MDT Balanced R6
Price$23.67
Change+$0.11 (+0.47%)
VolumeN/A
Net Assets294.33M
CLBAX vs QKBGX Comparison Chart in %
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CLBAX vs. QKBGX commentary
Sep 29, 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 Hold and QKBGX is a Buy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 263B vs. QKBGX (294M). 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 : 7.82 vs. QKBGX (3.09). CLBAX return over 5 years is better than : 45.97 vs. QKBGX (29.17).
| 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 | 12.860 | 11.546 | 111% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 294M | 89,456% |
| Annual Yield % from dividends | 1.80 | 1.45 | 123% |
| Returns for 1 year | 7.82 | 3.09 | 253% |
| Returns for 3 years | 51.69 | 38.25 | 135% |
| Returns for 5 years | 45.97 | 29.17 | 158% |
| Returns for 10 years | 95.16 | 68.44 | 139% |
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