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CLBCX vs FBALX
CLBCX vs FBALX Comparison
Open Charts CLBCX vs FBALX
American Funds American Balanced 529C
Price$36.86
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
Fidelity Balanced
Price$31.15
Change+$0.14 (+0.45%)
VolumeN/A
Net Assets57.46B
CLBCX vs FBALX Comparison Chart in %
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CLBCX vs. FBALX commentary
Jul 07, 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 FBALX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 252B vs. FBALX (57.5B). FBALX pays higher dividends than CLBCX: FBALX (1.69) vs CLBCX (1.13). CLBCX was incepted earlier than FBALX: CLBCX (23 years) vs FBALX (39 years). CLBCX (1.35) is less costly to investors than FBALX (0.47). CLBCX is a more actively managed with annual turnover of: 44.00 vs. FBALX (24.00). FBALX has a lower initial minimum investment than CLBCX: FBALX (0) vs CLBCX (250). CLBCX annual gain was more profitable for investors over the last year : 7.04 vs. FBALX (6.32). CLBCX return over 5 years is better than : 37.95 vs. FBALX (33.17).
| CLBCX | FBALX | CLBCX / FBALX | |
| Total Expense Ratio | 1.35 | 0.47 | 287% |
| Annual Report Gross Expense Ratio | 1.35 | 0.47 | 287% |
| Fund Existence | 23 years | 39 years | - |
| Gain YTD | 7.660 | 5.857 | 131% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 57.5B | 438% |
| Annual Yield % from dividends | 1.13 | 1.69 | 67% |
| Returns for 1 year | 7.04 | 6.32 | 111% |
| Returns for 3 years | 33.08 | 30.94 | 107% |
| Returns for 5 years | 37.95 | 33.17 | 114% |
| Returns for 10 years | 64.69 | 50.10 | 129% |
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