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CLBCX vs FBAKX
CLBCX vs FBAKX Comparison
Open Charts CLBCX vs FBAKX
American Funds American Balanced 529C
Price$36.86
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
Fidelity Balanced K
Price$31.16
Change+$0.15 (+0.48%)
VolumeN/A
Net Assets57.46B
CLBCX vs FBAKX Comparison Chart in %
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CLBCX vs. FBAKX 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 CLBCX is a Buy and FBAKX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 252B 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). CLBCX annual gain was more profitable for investors over the last year : 7.04 vs. FBAKX (6.38). CLBCX return over 5 years is better than : 37.95 vs. FBAKX (33.69).
| 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 | 7.660 | 5.906 | 130% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 57.5B | 438% |
| Annual Yield % from dividends | 1.13 | 1.74 | 65% |
| Returns for 1 year | 7.04 | 6.38 | 110% |
| Returns for 3 years | 33.08 | 31.23 | 106% |
| Returns for 5 years | 37.95 | 33.69 | 113% |
| Returns for 10 years | 64.69 | 51.38 | 126% |
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