Interact to see
Advertisement
Advertisement
CLBCX vs FBAKX
CLBCX vs FBAKX Comparison
Open Charts CLBCX vs FBAKX
American Funds American Balanced 529C
Price$38.36
Change-$0.57 (-1.46%)
VolumeN/A
Net Assets269.72B
Fidelity Balanced K
Price$32.70
Change-$0.28 (-0.85%)
VolumeN/A
Net Assets62.13B
CLBCX vs FBAKX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CLBCX vs. FBAKX commentary
Feb 05, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 270B vs. FBAKX (62.1B). FBAKX pays higher dividends than CLBCX: FBAKX (1.74) vs CLBCX (1.19). 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). FBAKX annual gain was more profitable for investors over the last year : 11.69 vs. CLBCX (10.51). CLBCX return over 5 years is better than : 32.27 vs. FBAKX (22.07).
| 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 | 2.375 | 2.147 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 62.1B | 435% |
| Annual Yield % from dividends | 1.19 | 1.74 | 68% |
| Returns for 1 year | 10.51 | 11.69 | 90% |
| Returns for 3 years | 33.67 | 41.11 | 82% |
| Returns for 5 years | 32.27 | 22.07 | 146% |
| Returns for 10 years | 86.26 | 87.91 | 98% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| DGT | 175.39 | 0.54 | +0.31% |
| State Street® SPDR® Global Dow ETF | |||
| VOOV | 211.70 | 0.03 | +0.01% |
| Vanguard S&P 500 Value ETF | |||
| FSST | 30.89 | N/A | N/A |
| Fidelity Sustainable US Equity ETF | |||
| ESG | 160.91 | -1.27 | -0.79% |
| FlexShares STOXX US ESG Select ETF | |||
| RDYY | 26.16 | -1.71 | -6.14% |
| YieldMax RDDT Option Income Strategy ETF | |||