CLBCX
Price
$38.49
Change
+$0.11 (+0.29%)
Updated
Sep 26 closing price
Net Assets
262.75B
QABGX
Price
$23.62
Change
+$0.10 (+0.43%)
Updated
Sep 26 closing price
Net Assets
294.33M
Interact to see
Advertisement

CLBCX vs QABGX

Header iconCLBCX vs QABGX Comparison
Open Charts CLBCX vs QABGXBanner chart's image
American Funds American Balanced 529C
Price$38.49
Change+$0.11 (+0.29%)
VolumeN/A
Net Assets262.75B
Federated Hermes MDT Balanced A
Price$23.62
Change+$0.10 (+0.43%)
VolumeN/A
Net Assets294.33M
CLBCX vs QABGX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
CLBCX vs. QABGX commentary
Sep 29, 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 Hold and QABGX is a Buy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 263B vs. QABGX (294M). QABGX pays higher dividends than CLBCX: QABGX (1.22) vs CLBCX (1.11). 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 : 7.19 vs. QABGX (2.76). CLBCX return over 5 years is better than : 40.81 vs. QABGX (27.20).
CLBCXQABGXCLBCX / QABGX
Total Expense Ratio1.351.34101%
Annual Report Gross Expense Ratio1.351.3799%
Fund Existence24 years20 years-
Gain YTD12.42111.310110%
Front LoadN/A5%-
Min. Initial Investment250150017%
Min. Initial Investment IRAN/AN/A-
Net Assets263B294M89,456%
Annual Yield % from dividends1.111.2291%
Returns for 1 year7.192.76261%
Returns for 3 years48.5337.03131%
Returns for 5 years40.8127.20150%
Returns for 10 years81.3765.31125%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
STOCK / NAMEPrice $Chg $Chg %
OMC77.051.17
+1.54%
Omnicom Group
SPNS43.010.01
+0.02%
Sapiens International Corp
OFS7.80-0.09
-1.19%
OFS Capital Corp
EVOK4.90-0.11
-2.20%
Evoke Pharma, Inc.
BLZE9.54-0.25
-2.55%
Backblaze