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CLBCX vs FBALX
CLBCX vs FBALX Comparison
Open Charts CLBCX vs FBALX
American Funds American Balanced 529C
Price$38.49
Change+$0.11 (+0.29%)
VolumeN/A
Net Assets262.04B
Fidelity Balanced
Price$32.59
Change+$0.11 (+0.34%)
VolumeN/A
Net Assets58.76B
CLBCX vs FBALX Comparison Chart in %
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CLBCX vs. FBALX commentary
Sep 27, 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 Hold and FBALX is a Hold.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 262B vs. FBALX (58.8B). FBALX pays higher dividends than CLBCX: FBALX (1.67) vs CLBCX (1.11). CLBCX was incepted earlier than FBALX: CLBCX (24 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). FBALX annual gain was more profitable for investors over the last year : 7.85 vs. CLBCX (6.89). CLBCX return over 5 years is better than : 40.41 vs. FBALX (32.83).
| CLBCX | FBALX | CLBCX / FBALX | |
| Total Expense Ratio | 1.35 | 0.47 | 287% |
| Annual Report Gross Expense Ratio | 1.35 | 0.47 | 287% |
| Fund Existence | 24 years | 39 years | - |
| Gain YTD | 12.100 | 11.275 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 262B | 58.8B | 446% |
| Annual Yield % from dividends | 1.11 | 1.67 | 66% |
| Returns for 1 year | 6.89 | 7.85 | 88% |
| Returns for 3 years | 48.11 | 45.26 | 106% |
| Returns for 5 years | 40.41 | 32.83 | 123% |
| Returns for 10 years | 80.86 | 70.28 | 115% |
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