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CLBCX vs QCBGX
CLBCX vs QCBGX Comparison
Open Charts CLBCX vs QCBGX
American Funds American Balanced 529C
Price$38.49
Change+$0.11 (+0.29%)
VolumeN/A
Net Assets262.04B
Federated Hermes MDT Balanced C
Price$22.91
Change+$0.10 (+0.44%)
VolumeN/A
Net Assets294.33M
CLBCX vs QCBGX Comparison Chart in %
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CLBCX vs. QCBGX commentary
Sep 28, 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 Hold and QCBGX is a Buy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 262B vs. QCBGX (294M). 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 : 7.19 vs. QCBGX (1.69). CLBCX return over 5 years is better than : 40.81 vs. QCBGX (21.57).
| 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 | 12.421 | 10.623 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1500 | 17% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 262B | 294M | 89,116% |
| Annual Yield % from dividends | 1.11 | 0.61 | 180% |
| Returns for 1 year | 7.19 | 1.69 | 426% |
| Returns for 3 years | 48.53 | 33.29 | 146% |
| Returns for 5 years | 40.81 | 21.57 | 189% |
| Returns for 10 years | 81.37 | 54.26 | 150% |
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