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CLBCX vs QCBGX
CLBCX vs QCBGX Comparison
Open Charts CLBCX vs QCBGX
American Funds American Balanced 529C
Price$37.16
Change+$0.07 (+0.19%)
VolumeN/A
Net Assets254.37B
Federated Hermes MDT Balanced C
Price$22.47
Change+$0.07 (+0.31%)
VolumeN/A
Net Assets283.15M
CLBCX vs QCBGX Comparison Chart in %
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CLBCX vs. QCBGX commentary
Jul 27, 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: 254B vs. QCBGX (283M). 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 : 9.42 vs. QCBGX (5.60). CLBCX return over 5 years is better than : 36.20 vs. QCBGX (19.42).
| 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 | 8.536 | 8.498 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1500 | 17% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 283M | 89,753% |
| Annual Yield % from dividends | 1.13 | 0.63 | 180% |
| Returns for 1 year | 9.42 | 5.60 | 168% |
| Returns for 3 years | 32.73 | 22.57 | 145% |
| Returns for 5 years | 36.20 | 19.42 | 186% |
| Returns for 10 years | 64.69 | 41.46 | 156% |