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CLBCX vs FBAKX
CLBCX vs FBAKX Comparison
Open Charts CLBCX vs FBAKX
American Funds American Balanced 529C
Price$37.16
Change+$0.07 (+0.19%)
VolumeN/A
Net Assets254.37B
Fidelity Balanced K
Price$31.40
Change+$0.10 (+0.32%)
VolumeN/A
Net Assets57.46B
CLBCX vs FBAKX Comparison Chart in %
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CLBCX vs. FBAKX 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 CLBCX is a Buy and FBAKX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 254B vs. FBAKX (57.5B). FBAKX pays higher dividends than CLBCX: FBAKX (1.74) vs CLBCX (1.13). CLBCX was incepted earlier than FBAKX: CLBCX (23 years) vs FBAKX (17 years). CLBCX (1.35) is less costly to investors than FBAKX (0.39). CLBCX is a more actively managed with annual turnover of: 44.00 vs. FBAKX (24.00). FBAKX has a lower initial minimum investment than CLBCX: FBAKX (0) vs CLBCX (250). FBAKX (9.71) and CLBCX (9.42) have marching annual gain over last year. CLBCX return over 5 years is better than : 36.20 vs. FBAKX (31.73).
| CLBCX | FBAKX | CLBCX / FBAKX | |
| Total Expense Ratio | 1.35 | 0.39 | 346% |
| Annual Report Gross Expense Ratio | 1.35 | 0.39 | 346% |
| Fund Existence | 23 years | 17 years | - |
| Gain YTD | 8.536 | 7.244 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 57.5B | 442% |
| Annual Yield % from dividends | 1.13 | 1.74 | 65% |
| Returns for 1 year | 9.42 | 9.71 | 97% |
| Returns for 3 years | 32.73 | 30.38 | 108% |
| Returns for 5 years | 36.20 | 31.73 | 114% |
| Returns for 10 years | 64.69 | 52.83 | 122% |