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CLBCX vs QABGX
CLBCX vs QABGX Comparison
Open Charts CLBCX vs QABGX
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.
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).
| CLBCX | QABGX | CLBCX / QABGX | |
| Total Expense Ratio | 1.35 | 1.34 | 101% |
| Annual Report Gross Expense Ratio | 1.35 | 1.37 | 99% |
| Fund Existence | 23 years | 20 years | - |
| Gain YTD | 7.660 | 7.634 | 100% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 1500 | 17% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 280M | 90,000% |
| Annual Yield % from dividends | 1.13 | 1.25 | 91% |
| Returns for 1 year | 7.04 | 4.38 | 161% |
| Returns for 3 years | 33.08 | 26.40 | 125% |
| Returns for 5 years | 37.95 | 26.12 | 145% |
| Returns for 10 years | 64.69 | 50.05 | 129% |
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