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CLBCX vs FBALX
CLBCX vs FBALX Comparison
Open Charts CLBCX vs FBALX
American Funds American Balanced 529C
Price$38.97
Change+$0.03 (+0.08%)
VolumeN/A
Net Assets265.62B
Fidelity Balanced
Price$31.76
Change+$0.07 (+0.22%)
VolumeN/A
Net Assets60.3B
CLBCX vs FBALX Comparison Chart in %
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CLBCX vs. FBALX commentary
Oct 19, 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: 266B vs. FBALX (60.3B). FBALX pays higher dividends than CLBCX: FBALX (1.63) vs CLBCX (1.06). 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 (7.91) and CLBCX (7.87) have marching annual gain over last year. CLBCX return over 5 years is better than : 38.56 vs. FBALX (29.19).
| 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 | 13.912 | 8.950 | 155% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 60.3B | 441% |
| Annual Yield % from dividends | 1.06 | 1.63 | 65% |
| Returns for 1 year | 7.87 | 7.91 | 100% |
| Returns for 3 years | 47.86 | 49.56 | 97% |
| Returns for 5 years | 38.56 | 29.19 | 132% |
| Returns for 10 years | 74.34 | 67.25 | 111% |
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