CLBFX
Price
$37.32
Change
-$0.09 (-0.24%)
Updated
Aug 15 closing price
Net Assets
256.26B
FBAKX
Price
$31.77
Change
-$0.10 (-0.31%)
Updated
Aug 15 closing price
Net Assets
58.11B
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CLBFX vs FBAKX

Header iconCLBFX vs FBAKX Comparison
Open Charts CLBFX vs FBAKXBanner chart's image
American Funds American Balanced 529F
Price$37.32
Change-$0.09 (-0.24%)
VolumeN/A
Net Assets256.26B
Fidelity Balanced K
Price$31.77
Change-$0.10 (-0.31%)
VolumeN/A
Net Assets58.11B
CLBFX vs FBAKX Comparison Chart in %
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CLBFX vs. FBAKX commentary
Aug 18, 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.

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FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 256B vs. FBAKX (58.1B). CLBFX pays higher dividends than FBAKX: CLBFX (1.97) vs FBAKX (1.75). 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 (8.11) and FBAKX (8.11) have marching annual gain over last year. CLBFX return over 5 years is better than : 40.98 vs. FBAKX (28.83).
CLBFXFBAKXCLBFX / FBAKX
Total Expense Ratio0.670.39172%
Annual Report Gross Expense Ratio0.670.39172%
Fund Existence23 years17 years-
Gain YTD9.8478.508116%
Front LoadN/AN/A-
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets256B58.1B441%
Annual Yield % from dividends1.971.75113%
Returns for 1 year8.118.11100%
Returns for 3 years31.1523.34133%
Returns for 5 years40.9828.83142%
Returns for 10 years82.3254.30152%
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