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CLBCX vs FBALX
CLBCX vs FBALX Comparison
Open Charts CLBCX vs FBALX
American Funds American Balanced 529C
Price$38.40
Change-$0.04 (-0.10%)
VolumeN/A
Net Assets269.72B
Fidelity Balanced
Price$32.60
Change-$0.01 (-0.03%)
VolumeN/A
Net Assets61.24B
CLBCX vs FBALX Comparison Chart in %
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CLBCX vs. FBALX commentary
Jan 15, 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 Hold.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 270B vs. FBALX (61.2B). FBALX pays higher dividends than CLBCX: FBALX (1.74) vs CLBCX (1.21). 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). CLBCX (13.80) and FBALX (13.28) have marching annual gain over last year. CLBCX return over 5 years is better than : 32.93 vs. FBALX (22.49).
| 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 | 2.482 | 1.494 | 166% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 61.2B | 441% |
| Annual Yield % from dividends | 1.21 | 1.74 | 70% |
| Returns for 1 year | 13.80 | 13.28 | 104% |
| Returns for 3 years | 34.89 | 44.20 | 79% |
| Returns for 5 years | 32.93 | 22.49 | 146% |
| Returns for 10 years | 87.53 | 84.33 | 104% |
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