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CLBCX vs FBALX
CLBCX vs FBALX Comparison
Open Charts CLBCX vs FBALX
American Funds American Balanced 529C
Price$37.16
Change+$0.07 (+0.19%)
VolumeN/A
Net Assets254.37B
Fidelity Balanced
Price$31.39
Change+$0.10 (+0.32%)
VolumeN/A
Net Assets57.46B
CLBCX vs FBALX Comparison Chart in %
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CLBCX vs. FBALX commentary
Jul 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 Buy and FBALX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 254B 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). FBALX (9.65) and CLBCX (9.42) have marching annual gain over last year. CLBCX return over 5 years is better than : 36.20 vs. FBALX (31.22).
| 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 | 8.536 | 7.178 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 57.5B | 442% |
| Annual Yield % from dividends | 1.13 | 1.69 | 67% |
| Returns for 1 year | 9.42 | 9.65 | 98% |
| Returns for 3 years | 32.73 | 30.07 | 109% |
| Returns for 5 years | 36.20 | 31.22 | 116% |
| Returns for 10 years | 64.69 | 51.52 | 126% |
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