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CLBCX vs QCBGX
CLBCX vs QCBGX Comparison
Open Charts CLBCX vs QCBGX
American Funds American Balanced 529C
Price$37.39
Change-$0.09 (-0.24%)
VolumeN/A
Net Assets256.26B
Federated Hermes MDT Balanced C
Price$22.52
Change-$0.02 (-0.09%)
VolumeN/A
Net Assets285.66M
CLBCX vs QCBGX Comparison Chart in %
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CLBCX vs. QCBGX 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 QCBGX is a Buy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 256B vs. QCBGX (286M). CLBCX pays higher dividends than QCBGX: CLBCX (1.12) vs QCBGX (0.62). 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 : 7.14 vs. QCBGX (3.19). CLBCX return over 5 years is better than : 34.64 vs. QCBGX (16.45).
| 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 | 9.208 | 8.740 | 105% |
| Front Load | N/A | N/A | - |
| 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 | 0.62 | 181% |
| Returns for 1 year | 7.14 | 3.19 | 224% |
| Returns for 3 years | 27.58 | 16.22 | 170% |
| Returns for 5 years | 34.64 | 16.45 | 211% |
| Returns for 10 years | 65.77 | 41.51 | 158% |
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