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CLBFX vs FBAKX
CLBFX vs FBAKX Comparison
Open Charts CLBFX vs FBAKX
American Funds American Balanced 529F
Price$40.10
Change+$0.07 (+0.17%)
VolumeN/A
Net Assets269.37B
Fidelity Balanced K
Price$32.68
Change+$0.01 (+0.03%)
VolumeN/A
Net Assets61.46B
CLBFX vs FBAKX Comparison Chart in %
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CLBFX vs. FBAKX commentary
Dec 13, 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 StrongBuy and FBAKX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 269B vs. FBAKX (61.5B). CLBFX pays higher dividends than FBAKX: CLBFX (1.83) vs FBAKX (1.70). CLBFX was incepted earlier than FBAKX: CLBFX (23 years) vs FBAKX (18 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 : 10.76 vs. FBAKX (7.57). CLBFX return over 5 years is better than : 43.74 vs. FBAKX (27.95).
| 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 | 18 years | - |
| Gain YTD | 18.399 | 12.102 | 152% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 61.5B | 437% |
| Annual Yield % from dividends | 1.83 | 1.70 | 108% |
| Returns for 1 year | 10.76 | 7.57 | 142% |
| Returns for 3 years | 45.23 | 45.68 | 99% |
| Returns for 5 years | 43.74 | 27.95 | 156% |
| Returns for 10 years | 97.46 | 75.13 | 130% |
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