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CLBCX vs FBAKX
CLBCX vs FBAKX Comparison
Open Charts CLBCX vs FBAKX
American Funds American Balanced 529C
Price$39.01
Change-$0.49 (-1.24%)
VolumeN/A
Net Assets268.67B
Fidelity Balanced K
Price$32.10
Change-$0.39 (-1.20%)
VolumeN/A
Net Assets61.25B
CLBCX vs FBAKX Comparison Chart in %
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CLBCX vs. FBAKX commentary
Nov 14, 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: 269B vs. FBAKX (61.3B). FBAKX pays higher dividends than CLBCX: FBAKX (1.71) vs CLBCX (1.04). 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 (24.00). 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 : 8.94 vs. CLBCX (7.92). CLBCX return over 5 years is better than : 36.11 vs. FBAKX (29.48).
| 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 | 14.029 | 11.484 | 122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 61.3B | 439% |
| Annual Yield % from dividends | 1.04 | 1.71 | 61% |
| Returns for 1 year | 7.92 | 8.94 | 89% |
| Returns for 3 years | 40.07 | 46.60 | 86% |
| Returns for 5 years | 36.11 | 29.48 | 123% |
| Returns for 10 years | 73.04 | 71.75 | 102% |
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