Interact to see
Advertisement
Advertisement
CLBCX vs FBKFX
CLBCX vs FBKFX Comparison
Open Charts CLBCX vs FBKFX
American Funds American Balanced 529C
Price$39.01
Change-$0.49 (-1.24%)
VolumeN/A
Net Assets268.67B
Fidelity Balanced K6
Price$17.38
Change-$0.21 (-1.19%)
VolumeN/A
Net Assets2.2B
CLBCX vs FBKFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CLBCX vs. FBKFX commentary
Nov 15, 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: 269B vs. FBKFX (2.2B). FBKFX pays higher dividends than CLBCX: FBKFX (1.82) vs CLBCX (1.04). 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 : 9.43 vs. CLBCX (7.92). FBKFX return over 5 years is better than : 52.21 vs. CLBCX (36.11).
| 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 | 14.029 | 11.865 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 2.2B | 12,238% |
| Annual Yield % from dividends | 1.04 | 1.82 | 57% |
| Returns for 1 year | 7.92 | 9.43 | 84% |
| Returns for 3 years | 40.07 | 54.47 | 74% |
| Returns for 5 years | 36.11 | 52.21 | 69% |
| Returns for 10 years | 73.04 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement