CLBFX
Price
$36.75
Change
+$0.18 (+0.49%)
Updated
Jul 3 closing price
Net Assets
252.39B
FBAKX
Price
$31.16
Change
+$0.15 (+0.48%)
Updated
Jul 3 closing price
Net Assets
57.46B
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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$36.75
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
Fidelity Balanced K
Price$31.16
Change+$0.15 (+0.48%)
VolumeN/A
Net Assets57.46B
CLBFX vs FBAKX Comparison Chart in %
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CLBFX vs. FBAKX commentary
Jul 07, 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: 252B 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 : 8.02 vs. FBAKX (6.38). CLBFX return over 5 years is better than : 44.49 vs. FBAKX (33.69).
CLBFXFBAKXCLBFX / FBAKX
Total Expense Ratio0.670.39172%
Annual Report Gross Expense Ratio0.670.39172%
Fund Existence23 years17 years-
Gain YTD8.1695.906138%
Front LoadN/AN/A-
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets252B57.5B438%
Annual Yield % from dividends1.991.74114%
Returns for 1 year8.026.38126%
Returns for 3 years36.8031.23118%
Returns for 5 years44.4933.69132%
Returns for 10 years81.1451.38158%
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