CLBCX
Price
$36.86
Change
+$0.18 (+0.49%)
Updated
Jul 3 closing price
Net Assets
252.39B
QCBGX
Price
$22.19
Change
+$0.09 (+0.41%)
Updated
Jul 3 closing price
Net Assets
279.8M
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CLBCX vs QCBGX

Header iconCLBCX vs QCBGX Comparison
Open Charts CLBCX vs QCBGXBanner chart's image
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.

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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).
CLBCXQCBGXCLBCX / QCBGX
Total Expense Ratio1.352.1264%
Annual Report Gross Expense Ratio1.352.1264%
Fund Existence23 years20 years-
Gain YTD7.6607.146107%
Front LoadN/AN/A-
Min. Initial Investment250150017%
Min. Initial Investment IRAN/AN/A-
Net Assets252B280M90,000%
Annual Yield % from dividends1.130.63180%
Returns for 1 year7.043.27215%
Returns for 3 years33.0822.96144%
Returns for 5 years37.9520.52185%
Returns for 10 years64.6940.04162%
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