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CLBCX vs QIBGX
CLBCX vs QIBGX Comparison
Open Charts CLBCX vs QIBGX
American Funds American Balanced 529C
Price$35.63
Change-$0.31 (-0.86%)
VolumeN/A
Net Assets244.39B
Federated Hermes MDT Balanced IS
Price$22.18
Change-$0.22 (-0.98%)
VolumeN/A
Net Assets268.53M
CLBCX vs QIBGX Comparison Chart
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CLBCX vs. QIBGX commentary
Jun 16, 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: 244B vs. QIBGX (269M). QIBGX pays higher dividends than CLBCX: QIBGX (1.49) vs CLBCX (1.18). 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 : 4.49 vs. QIBGX (1.96). CLBCX return over 5 years is better than : 34.93 vs. QIBGX (26.91).
| 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 | 4.067 | 4.180 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244B | 269M | 90,706% |
| Annual Yield % from dividends | 1.18 | 1.49 | 79% |
| Returns for 1 year | 4.49 | 1.96 | 229% |
| Returns for 3 years | 30.63 | 25.16 | 122% |
| Returns for 5 years | 34.93 | 26.91 | 130% |
| Returns for 10 years | 57.89 | 46.66 | 124% |
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