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CLBCX vs QIBGX
CLBCX vs QIBGX Comparison
Open Charts CLBCX vs QIBGX
American Funds American Balanced 529C
Price$37.09
Change-$0.07 (-0.19%)
VolumeN/A
Net Assets254.37B
Federated Hermes MDT Balanced IS
Price$23.18
Change-$0.06 (-0.26%)
VolumeN/A
Net Assets283.15M
CLBCX vs QIBGX Comparison Chart in %
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CLBCX vs. QIBGX commentary
Jul 29, 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 QIBGX is a Buy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 254B vs. QIBGX (283M). QIBGX pays higher dividends than CLBCX: QIBGX (1.45) vs CLBCX (1.13). CLBCX was incepted earlier than QIBGX: CLBCX (23 years) vs QIBGX (23 years). CLBCX (1.35) is less costly to investors than QIBGX (1.12). QIBGX is a more actively managed with annual turnover of: 68.00 vs. CLBCX (44.00). CLBCX has a lower initial minimum investment than QIBGX: CLBCX (250) vs QIBGX (1000000). CLBCX annual gain was more profitable for investors over the last year : 8.12 vs. QIBGX (5.89). CLBCX return over 5 years is better than : 34.67 vs. QIBGX (24.73).
| CLBCX | QIBGX | CLBCX / QIBGX | |
| Total Expense Ratio | 1.35 | 1.09 | 124% |
| Annual Report Gross Expense Ratio | 1.35 | 1.12 | 121% |
| Fund Existence | 23 years | 23 years | - |
| Gain YTD | 8.332 | 8.877 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 283M | 89,753% |
| Annual Yield % from dividends | 1.13 | 1.45 | 78% |
| Returns for 1 year | 8.12 | 5.89 | 138% |
| Returns for 3 years | 29.06 | 22.89 | 127% |
| Returns for 5 years | 34.67 | 24.73 | 140% |
| Returns for 10 years | 63.32 | 53.36 | 119% |
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