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CLBCX vs FBALX
CLBCX vs FBALX Comparison
Open Charts CLBCX vs FBALX
American Funds American Balanced 529C
Price$38.36
Change-$0.57 (-1.46%)
VolumeN/A
Net Assets269.72B
Fidelity Balanced
Price$32.69
Change-$0.28 (-0.85%)
VolumeN/A
Net Assets62.13B
CLBCX vs FBALX Comparison Chart in %
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CLBCX vs. FBALX commentary
Feb 04, 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 FBALX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 270B vs. FBALX (62.1B). FBALX pays higher dividends than CLBCX: FBALX (1.71) vs CLBCX (1.19). CLBCX was incepted earlier than FBALX: CLBCX (24 years) vs FBALX (39 years). CLBCX (1.35) is less costly to investors than FBALX (0.46). CLBCX is a more actively managed with annual turnover of: 44.00 vs. FBALX (41.00). FBALX has a lower initial minimum investment than CLBCX: FBALX (0) vs CLBCX (250). FBALX annual gain was more profitable for investors over the last year : 11.65 vs. CLBCX (10.51). CLBCX return over 5 years is better than : 32.27 vs. FBALX (21.63).
| CLBCX | FBALX | CLBCX / FBALX | |
| Total Expense Ratio | 1.35 | 0.46 | 293% |
| Annual Report Gross Expense Ratio | 1.35 | 0.46 | 293% |
| Fund Existence | 24 years | 39 years | - |
| Gain YTD | 2.375 | 2.148 | 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 | 1.71 | 69% |
| Returns for 1 year | 10.51 | 11.65 | 90% |
| Returns for 3 years | 33.67 | 40.83 | 82% |
| Returns for 5 years | 32.27 | 21.63 | 149% |
| Returns for 10 years | 86.26 | 86.45 | 100% |
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