CLBFX
Price
$37.07
Change
+$0.07 (+0.19%)
Updated
Jul 25 closing price
Net Assets
254.37B
FBAKX
Price
$31.40
Change
+$0.10 (+0.32%)
Updated
Jul 25 closing price
Net Assets
57.46B
Interact to see
Advertisement

CLBFX vs FBAKX

Header iconCLBFX vs FBAKX Comparison
Open Charts CLBFX vs FBAKXBanner chart's image
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 %
Loading...
View a ticker or compare two or three
VS
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.

Interact to see
Advertisement
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).
CLBFXFBAKXCLBFX / FBAKX
Total Expense Ratio0.670.39172%
Annual Report Gross Expense Ratio0.670.39172%
Fund Existence23 years17 years-
Gain YTD9.1117.244126%
Front LoadN/AN/A-
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets254B57.5B442%
Annual Yield % from dividends1.991.74114%
Returns for 1 year10.409.71107%
Returns for 3 years36.4230.38120%
Returns for 5 years42.5931.73134%
Returns for 10 years81.1052.83154%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
BDEC46.180.19
+0.41%
Innovator U.S. Equity Buffer ETF™ - Dec
QQQM233.130.54
+0.23%
Invesco NASDAQ 100 ETF
HISF44.40N/A
N/A
First Trust High Income Strat Foc ETF
PCCE12.71N/A
N/A
Polen Capital China Growth ETF
EDIV38.79-0.21
-0.54%
SPDR® S&P Emerging Markets Dividend ETF