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CLBFX vs FBALX
CLBFX vs FBALX Comparison
Open Charts CLBFX vs FBALX
American Funds American Balanced 529F
Price$38.28
Change-$0.04 (-0.10%)
VolumeN/A
Net Assets269.72B
Fidelity Balanced
Price$32.60
Change-$0.01 (-0.03%)
VolumeN/A
Net Assets61.24B
CLBFX vs FBALX Comparison Chart in %
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CLBFX vs. FBALX commentary
Jan 15, 2026
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 Hold and FBALX is a Hold.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 270B vs. FBALX (61.2B). CLBFX pays higher dividends than FBALX: CLBFX (2.08) vs FBALX (1.74). CLBFX was incepted earlier than FBALX: CLBFX (23 years) vs FBALX (39 years). CLBFX (0.67) is less costly to investors than FBALX (0.46). CLBFX is a more actively managed with annual turnover of: 44.00 vs. FBALX (41.00). 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 : 14.80 vs. FBALX (13.28). CLBFX return over 5 years is better than : 39.15 vs. FBALX (22.49).
| CLBFX | FBALX | CLBFX / FBALX | |
| Total Expense Ratio | 0.67 | 0.46 | 146% |
| Annual Report Gross Expense Ratio | 0.67 | 0.46 | 146% |
| Fund Existence | 23 years | 39 years | - |
| Gain YTD | 2.517 | 1.494 | 169% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 61.2B | 441% |
| Annual Yield % from dividends | 2.08 | 1.74 | 120% |
| Returns for 1 year | 14.80 | 13.28 | 111% |
| Returns for 3 years | 38.61 | 44.20 | 87% |
| Returns for 5 years | 39.15 | 22.49 | 174% |
| Returns for 10 years | 106.08 | 84.33 | 126% |
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