CLBCX
Price
$36.86
Change
+$0.18 (+0.49%)
Updated
Jul 3 closing price
Net Assets
252.39B
QABGX
Price
$22.84
Change
+$0.10 (+0.44%)
Updated
Jul 3 closing price
Net Assets
279.8M
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CLBCX vs QABGX

Header iconCLBCX vs QABGX Comparison
Open Charts CLBCX vs QABGXBanner chart's image
American Funds American Balanced 529C
Price$36.86
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
Federated Hermes MDT Balanced A
Price$22.84
Change+$0.10 (+0.44%)
VolumeN/A
Net Assets279.8M
CLBCX vs QABGX Comparison Chart in %
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CLBCX vs. QABGX 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 QABGX is a Buy.

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FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 252B vs. QABGX (280M). QABGX pays higher dividends than CLBCX: QABGX (1.25) vs CLBCX (1.13). CLBCX was incepted earlier than QABGX: CLBCX (23 years) vs QABGX (20 years). QABGX (1.37) and CLBCX (1.35) have similar cost to investors . QABGX is a more actively managed with annual turnover of: 68.00 vs. CLBCX (44.00). CLBCX has a lower initial minimum investment than QABGX: CLBCX (250) vs QABGX (1500). CLBCX annual gain was more profitable for investors over the last year : 7.04 vs. QABGX (4.38). CLBCX return over 5 years is better than : 37.95 vs. QABGX (26.12).
CLBCXQABGXCLBCX / QABGX
Total Expense Ratio1.351.34101%
Annual Report Gross Expense Ratio1.351.3799%
Fund Existence23 years20 years-
Gain YTD7.6607.634100%
Front LoadN/A5%-
Min. Initial Investment250150017%
Min. Initial Investment IRAN/AN/A-
Net Assets252B280M90,000%
Annual Yield % from dividends1.131.2591%
Returns for 1 year7.044.38161%
Returns for 3 years33.0826.40125%
Returns for 5 years37.9526.12145%
Returns for 10 years64.6950.05129%
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