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CLBFX vs FBAKX
CLBFX vs FBAKX Comparison
Open Charts CLBFX vs FBAKX
American Funds American Balanced 529F
Price$37.07
Change+$0.07 (+0.19%)
VolumeN/A
Net Assets254.37B
Fidelity Balanced K
Price$31.40
Change+$0.10 (+0.32%)
VolumeN/A
Net Assets57.46B
CLBFX vs FBAKX Comparison Chart in %
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CLBFX vs. FBAKX commentary
Jul 27, 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 CLBFX is a Buy and FBAKX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 254B vs. FBAKX (57.5B). CLBFX pays higher dividends than FBAKX: CLBFX (1.99) vs FBAKX (1.74). CLBFX was incepted earlier than FBAKX: CLBFX (23 years) vs FBAKX (17 years). CLBFX (0.67) is less costly to investors than FBAKX (0.39). CLBFX is a more actively managed with annual turnover of: 44.00 vs. FBAKX (24.00). FBAKX has a lower initial minimum investment than CLBFX: FBAKX (0) vs CLBFX (250). CLBFX annual gain was more profitable for investors over the last year : 10.40 vs. FBAKX (9.71). CLBFX return over 5 years is better than : 42.59 vs. FBAKX (31.73).
| CLBFX | FBAKX | CLBFX / FBAKX | |
| Total Expense Ratio | 0.67 | 0.39 | 172% |
| Annual Report Gross Expense Ratio | 0.67 | 0.39 | 172% |
| Fund Existence | 23 years | 17 years | - |
| Gain YTD | 9.111 | 7.244 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 57.5B | 442% |
| Annual Yield % from dividends | 1.99 | 1.74 | 114% |
| Returns for 1 year | 10.40 | 9.71 | 107% |
| Returns for 3 years | 36.42 | 30.38 | 120% |
| Returns for 5 years | 42.59 | 31.73 | 134% |
| Returns for 10 years | 81.10 | 52.83 | 154% |
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