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CLBCX vs QCBGX
CLBCX vs QCBGX Comparison
Open Charts CLBCX vs QCBGX
American Funds American Balanced 529C
Price$36.86
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
Federated Hermes MDT Balanced C
Price$22.19
Change+$0.09 (+0.41%)
VolumeN/A
Net Assets279.8M
CLBCX vs QCBGX Comparison Chart in %
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CLBCX vs. QCBGX 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 QCBGX is a Buy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 252B vs. QCBGX (280M). CLBCX pays higher dividends than QCBGX: CLBCX (1.13) vs QCBGX (0.63). CLBCX was incepted earlier than QCBGX: CLBCX (23 years) vs QCBGX (20 years). QCBGX (2.12) is less costly to investors than CLBCX (1.35). QCBGX is a more actively managed with annual turnover of: 68.00 vs. CLBCX (44.00). CLBCX has a lower initial minimum investment than QCBGX: CLBCX (250) vs QCBGX (1500). CLBCX annual gain was more profitable for investors over the last year : 7.04 vs. QCBGX (3.27). CLBCX return over 5 years is better than : 37.95 vs. QCBGX (20.52).
| CLBCX | QCBGX | CLBCX / QCBGX | |
| Total Expense Ratio | 1.35 | 2.12 | 64% |
| Annual Report Gross Expense Ratio | 1.35 | 2.12 | 64% |
| Fund Existence | 23 years | 20 years | - |
| Gain YTD | 7.660 | 7.146 | 107% |
| Front Load | N/A | N/A | - |
| 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 | 0.63 | 180% |
| Returns for 1 year | 7.04 | 3.27 | 215% |
| Returns for 3 years | 33.08 | 22.96 | 144% |
| Returns for 5 years | 37.95 | 20.52 | 185% |
| Returns for 10 years | 64.69 | 40.04 | 162% |
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