Interact to see
Advertisement
Advertisement
CLBCX vs FBKFX
CLBCX vs FBKFX Comparison
Open Charts CLBCX vs FBKFX
American Funds American Balanced 529C
Price$37.93
Change+$0.20 (+0.53%)
VolumeN/A
Net Assets257.73B
Fidelity Balanced K6
Price$17.35
Change+$0.13 (+0.75%)
VolumeN/A
Net Assets2.1B
CLBCX vs FBKFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CLBCX vs. FBKFX commentary
Sep 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 FBKFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 258B vs. FBKFX (2.1B). FBKFX pays higher dividends than CLBCX: FBKFX (1.84) vs CLBCX (1.11). CLBCX was incepted earlier than FBKFX: CLBCX (24 years) vs FBKFX (6 years). CLBCX (1.35) is less costly to investors than FBKFX (0.32). CLBCX is a more actively managed with annual turnover of: 44.00 vs. FBKFX (25.00). FBKFX has a lower initial minimum investment than CLBCX: FBKFX (0) vs CLBCX (250). FBKFX annual gain was more profitable for investors over the last year : 12.88 vs. CLBCX (9.15). FBKFX return over 5 years is better than : 55.78 vs. CLBCX (36.30).
| CLBCX | FBKFX | CLBCX / FBKFX | |
| Total Expense Ratio | 1.35 | 0.32 | 422% |
| Annual Report Gross Expense Ratio | 1.35 | 0.32 | 422% |
| Fund Existence | 24 years | 6 years | - |
| Gain YTD | 10.785 | 9.782 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 258B | 2.1B | 12,292% |
| Annual Yield % from dividends | 1.11 | 1.84 | 60% |
| Returns for 1 year | 9.15 | 12.88 | 71% |
| Returns for 3 years | 37.75 | 48.69 | 78% |
| Returns for 5 years | 36.30 | 55.78 | 65% |
| Returns for 10 years | 74.80 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement