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CLBCX vs FBAKX
CLBCX vs FBAKX Comparison
Open Charts CLBCX vs FBAKX
American Funds American Balanced 529C
Price$38.33
Change-$0.07 (-0.18%)
VolumeN/A
Net Assets269.72B
Fidelity Balanced K
Price$32.50
Change-$0.11 (-0.34%)
VolumeN/A
Net Assets61.24B
CLBCX vs FBAKX Comparison Chart in %
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CLBCX vs. FBAKX commentary
Jan 16, 2026
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 Hold and FBAKX is a Hold.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 270B vs. FBAKX (61.2B). FBAKX pays higher dividends than CLBCX: FBAKX (1.77) vs CLBCX (1.21). CLBCX was incepted earlier than FBAKX: CLBCX (24 years) vs FBAKX (18 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 (41.00). FBAKX has a lower initial minimum investment than CLBCX: FBAKX (0) vs CLBCX (250). CLBCX (13.39) and FBAKX (13.24) have marching annual gain over last year. CLBCX return over 5 years is better than : 33.30 vs. FBAKX (23.67).
| CLBCX | FBAKX | CLBCX / FBAKX | |
| Total Expense Ratio | 1.35 | 0.39 | 346% |
| Annual Report Gross Expense Ratio | 1.35 | 0.39 | 346% |
| Fund Existence | 24 years | 18 years | - |
| Gain YTD | 2.295 | 1.462 | 157% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 61.2B | 441% |
| Annual Yield % from dividends | 1.21 | 1.77 | 68% |
| Returns for 1 year | 13.39 | 13.24 | 101% |
| Returns for 3 years | 34.64 | 44.45 | 78% |
| Returns for 5 years | 33.30 | 23.67 | 141% |
| Returns for 10 years | 87.18 | 85.72 | 102% |
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