CLBCX
Price
$36.86
Change
+$0.18 (+0.49%)
Updated
Jul 3 closing price
Net Assets
252.39B
FBALX
Price
$31.15
Change
+$0.14 (+0.45%)
Updated
Jul 3 closing price
Net Assets
57.46B
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CLBCX vs FBALX

Header iconCLBCX vs FBALX Comparison
Open Charts CLBCX vs FBALXBanner chart's image
American Funds American Balanced 529C
Price$36.86
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
Fidelity Balanced
Price$31.15
Change+$0.14 (+0.45%)
VolumeN/A
Net Assets57.46B
CLBCX vs FBALX Comparison Chart in %
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CLBCX vs. FBALX commentary
Jul 07, 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.

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FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 252B 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). CLBCX annual gain was more profitable for investors over the last year : 7.04 vs. FBALX (6.32). CLBCX return over 5 years is better than : 37.95 vs. FBALX (33.17).
CLBCXFBALXCLBCX / FBALX
Total Expense Ratio1.350.47287%
Annual Report Gross Expense Ratio1.350.47287%
Fund Existence23 years39 years-
Gain YTD7.6605.857131%
Front LoadN/AN/A-
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets252B57.5B438%
Annual Yield % from dividends1.131.6967%
Returns for 1 year7.046.32111%
Returns for 3 years33.0830.94107%
Returns for 5 years37.9533.17114%
Returns for 10 years64.6950.10129%
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