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CLBCX vs FBAKX
CLBCX vs FBAKX Comparison
Open Charts CLBCX vs FBAKX
American Funds American Balanced 529C
Price$37.64
Change+$0.14 (+0.37%)
VolumeN/A
Net Assets269.37B
Fidelity Balanced K
Price$32.37
Change+$0.09 (+0.28%)
VolumeN/A
Net Assets61.46B
CLBCX vs FBAKX Comparison Chart in %
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CLBCX vs. FBAKX commentary
Dec 26, 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 StrongBuy and FBAKX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 269B vs. FBAKX (61.5B). FBAKX pays higher dividends than CLBCX: FBAKX (1.70) vs CLBCX (1.02). 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 : 9.19 vs. CLBCX (8.57). CLBCX return over 5 years is better than : 31.60 vs. FBAKX (24.56).
| 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 | 10.024 | 11.072 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 61.5B | 437% |
| Annual Yield % from dividends | 1.02 | 1.70 | 60% |
| Returns for 1 year | 8.57 | 9.19 | 93% |
| Returns for 3 years | 34.81 | 48.15 | 72% |
| Returns for 5 years | 31.60 | 24.56 | 129% |
| Returns for 10 years | 72.29 | 71.17 | 102% |
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