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CLBCX vs QCBGX
CLBCX vs QCBGX Comparison
Open Charts CLBCX vs QCBGX
American Funds American Balanced 529C
Price$35.63
Change-$0.31 (-0.86%)
VolumeN/A
Net Assets244.39B
Federated Hermes MDT Balanced C
Price$21.47
Change-$0.22 (-1.01%)
VolumeN/A
Net Assets268.53M
CLBCX vs QCBGX Comparison Chart
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CLBCX vs. QCBGX commentary
Jun 15, 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: 244B vs. QCBGX (269M). CLBCX pays higher dividends than QCBGX: CLBCX (1.18) vs QCBGX (0.65). 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 : 4.49 vs. QCBGX (0.62). CLBCX return over 5 years is better than : 34.93 vs. QCBGX (19.69).
| 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 | 4.067 | 3.670 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1500 | 17% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244B | 269M | 90,706% |
| Annual Yield % from dividends | 1.18 | 0.65 | 183% |
| Returns for 1 year | 4.49 | 0.62 | 727% |
| Returns for 3 years | 30.63 | 20.75 | 148% |
| Returns for 5 years | 34.93 | 19.69 | 177% |
| Returns for 10 years | 57.89 | 33.78 | 171% |
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