Interact to see
Advertisement
Advertisement
CLBCX vs QCBGX
CLBCX vs QCBGX Comparison
Open Charts CLBCX vs QCBGX
American Funds American Balanced 529C
Price$37.93
Change+$0.20 (+0.53%)
VolumeN/A
Net Assets259.11B
Federated Hermes MDT Balanced C
Price$22.76
Change+$0.05 (+0.22%)
VolumeN/A
Net Assets289.97M
CLBCX vs QCBGX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CLBCX vs. QCBGX commentary
Sep 08, 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: 259B vs. QCBGX (290M). CLBCX pays higher dividends than QCBGX: CLBCX (1.11) vs QCBGX (0.61). CLBCX was incepted earlier than QCBGX: CLBCX (24 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 : 9.15 vs. QCBGX (3.91). CLBCX return over 5 years is better than : 36.30 vs. QCBGX (17.81).
| CLBCX | QCBGX | CLBCX / QCBGX | |
| Total Expense Ratio | 1.35 | 2.12 | 64% |
| Annual Report Gross Expense Ratio | 1.35 | 2.12 | 64% |
| Fund Existence | 24 years | 20 years | - |
| Gain YTD | 10.785 | 9.899 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1500 | 17% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 259B | 290M | 89,310% |
| Annual Yield % from dividends | 1.11 | 0.61 | 180% |
| Returns for 1 year | 9.15 | 3.91 | 234% |
| Returns for 3 years | 37.75 | 25.43 | 148% |
| Returns for 5 years | 36.30 | 17.81 | 204% |
| Returns for 10 years | 74.80 | 48.61 | 154% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement