CLBFX
Price
$37.07
Change
+$0.07 (+0.19%)
Updated
Jul 25 closing price
Net Assets
254.37B
FBALX
Price
$31.39
Change
+$0.10 (+0.32%)
Updated
Jul 25 closing price
Net Assets
57.46B
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CLBFX vs FBALX

Header iconCLBFX vs FBALX Comparison
Open Charts CLBFX vs FBALXBanner chart's image
American Funds American Balanced 529F
Price$37.07
Change+$0.07 (+0.19%)
VolumeN/A
Net Assets254.37B
Fidelity Balanced
Price$31.39
Change+$0.10 (+0.32%)
VolumeN/A
Net Assets57.46B
CLBFX vs FBALX Comparison Chart in %
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CLBFX vs. FBALX 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 FBALX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 254B vs. FBALX (57.5B). CLBFX pays higher dividends than FBALX: CLBFX (1.99) vs FBALX (1.69). 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 annual gain was more profitable for investors over the last year : 10.40 vs. FBALX (9.65). CLBFX return over 5 years is better than : 42.59 vs. FBALX (31.22).
CLBFXFBALXCLBFX / FBALX
Total Expense Ratio0.670.47143%
Annual Report Gross Expense Ratio0.670.47143%
Fund Existence23 years39 years-
Gain YTD9.1117.178127%
Front LoadN/AN/A-
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets254B57.5B442%
Annual Yield % from dividends1.991.69118%
Returns for 1 year10.409.65108%
Returns for 3 years36.4230.07121%
Returns for 5 years42.5931.22136%
Returns for 10 years81.1051.52157%
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