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CLBCX vs FBALX
CLBCX vs FBALX Comparison
Open Charts CLBCX vs FBALX
American Funds American Balanced 529C
Price$39.01
Change-$0.49 (-1.24%)
VolumeN/A
Net Assets268.67B
Fidelity Balanced
Price$32.09
Change-$0.39 (-1.20%)
VolumeN/A
Net Assets61.25B
CLBCX vs FBALX Comparison Chart in %
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CLBCX vs. FBALX commentary
Nov 14, 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: 269B vs. FBALX (61.3B). FBALX pays higher dividends than CLBCX: FBALX (1.68) vs CLBCX (1.04). 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 : 8.87 vs. CLBCX (7.92). CLBCX return over 5 years is better than : 36.11 vs. FBALX (29.01).
| 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 | 14.029 | 11.420 | 123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 61.3B | 439% |
| Annual Yield % from dividends | 1.04 | 1.68 | 62% |
| Returns for 1 year | 7.92 | 8.87 | 89% |
| Returns for 3 years | 40.07 | 46.29 | 87% |
| Returns for 5 years | 36.11 | 29.01 | 124% |
| Returns for 10 years | 73.04 | 70.40 | 104% |
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