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CLBFX vs FBALX
CLBFX vs FBALX Comparison
Open Charts CLBFX vs FBALX
American Funds American Balanced 529F
Price$38.94
Change-$0.48 (-1.22%)
VolumeN/A
Net Assets268.67B
Fidelity Balanced
Price$32.09
Change-$0.39 (-1.20%)
VolumeN/A
Net Assets61.25B
CLBFX vs FBALX Comparison Chart in %
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CLBFX vs. FBALX commentary
Nov 14, 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 FBALX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 269B vs. FBALX (61.3B). CLBFX pays higher dividends than FBALX: CLBFX (1.86) vs FBALX (1.68). CLBFX was incepted earlier than FBALX: CLBFX (23 years) vs FBALX (39 years). CLBFX (0.67) is less costly to investors than FBALX (0.47). CLBFX is a more actively managed with annual turnover of: 44.00 vs. FBALX (24.00). FBALX has a lower initial minimum investment than CLBFX: FBALX (0) vs CLBFX (250). CLBFX (8.91) and FBALX (8.87) have marching annual gain over last year. CLBFX return over 5 years is better than : 42.56 vs. FBALX (29.01).
| CLBFX | FBALX | CLBFX / FBALX | |
| Total Expense Ratio | 0.67 | 0.47 | 143% |
| Annual Report Gross Expense Ratio | 0.67 | 0.47 | 143% |
| Fund Existence | 23 years | 39 years | - |
| Gain YTD | 14.974 | 11.420 | 131% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 61.3B | 439% |
| Annual Yield % from dividends | 1.86 | 1.68 | 111% |
| Returns for 1 year | 8.91 | 8.87 | 101% |
| Returns for 3 years | 44.01 | 46.29 | 95% |
| Returns for 5 years | 42.56 | 29.01 | 147% |
| Returns for 10 years | 90.28 | 70.40 | 128% |
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