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CLBCX vs FBAKX
CLBCX vs FBAKX Comparison
Open Charts CLBCX vs FBAKX
American Funds American Balanced 529C
Price$37.93
Change+$0.20 (+0.53%)
VolumeN/A
Net Assets259.11B
Fidelity Balanced K
Price$32.10
Change+$0.23 (+0.72%)
VolumeN/A
Net Assets58.76B
CLBCX vs FBAKX Comparison Chart in %
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CLBCX vs. FBAKX commentary
Sep 08, 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: 259B vs. FBAKX (58.8B). FBAKX pays higher dividends than CLBCX: FBAKX (1.72) vs CLBCX (1.11). CLBCX was incepted earlier than FBAKX: CLBCX (24 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 (9.46) and CLBCX (9.15) have marching annual gain over last year. CLBCX return over 5 years is better than : 36.30 vs. FBAKX (28.58).
| 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 | 17 years | - |
| Gain YTD | 10.785 | 9.601 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 259B | 58.8B | 440% |
| Annual Yield % from dividends | 1.11 | 1.72 | 64% |
| Returns for 1 year | 9.15 | 9.46 | 97% |
| Returns for 3 years | 37.75 | 34.94 | 108% |
| Returns for 5 years | 36.30 | 28.58 | 127% |
| Returns for 10 years | 74.80 | 62.63 | 119% |