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CLBCX vs QABGX
CLBCX vs QABGX Comparison
Open Charts CLBCX vs QABGX
American Funds American Balanced 529C
Price$37.39
Change-$0.09 (-0.24%)
VolumeN/A
Net Assets256.26B
Federated Hermes MDT Balanced A
Price$23.19
Change-$0.02 (-0.09%)
VolumeN/A
Net Assets285.66M
CLBCX vs QABGX Comparison Chart in %
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CLBCX vs. QABGX commentary
Aug 18, 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: 256B vs. QABGX (286M). QABGX pays higher dividends than CLBCX: QABGX (1.23) vs CLBCX (1.12). CLBCX was incepted earlier than QABGX: CLBCX (24 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 : 7.14 vs. QABGX (4.24). CLBCX return over 5 years is better than : 34.64 vs. QABGX (21.80).
| CLBCX | QABGX | CLBCX / QABGX | |
| Total Expense Ratio | 1.35 | 1.34 | 101% |
| Annual Report Gross Expense Ratio | 1.35 | 1.37 | 99% |
| Fund Existence | 24 years | 20 years | - |
| Gain YTD | 9.208 | 9.284 | 99% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 1500 | 17% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 286M | 89,510% |
| Annual Yield % from dividends | 1.12 | 1.23 | 91% |
| Returns for 1 year | 7.14 | 4.24 | 168% |
| Returns for 3 years | 27.58 | 19.45 | 142% |
| Returns for 5 years | 34.64 | 21.80 | 159% |
| Returns for 10 years | 65.77 | 51.53 | 128% |
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