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CLBFX vs FBALX
CLBFX vs FBALX Comparison
Open Charts CLBFX vs FBALX
American Funds American Balanced 529F
Price$38.26
Change-$0.56 (-1.44%)
VolumeN/A
Net Assets269.72B
Fidelity Balanced
Price$32.69
Change-$0.28 (-0.85%)
VolumeN/A
Net Assets62.13B
CLBFX vs FBALX Comparison Chart in %
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CLBFX vs. FBALX commentary
Feb 04, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 270B vs. FBALX (62.1B). CLBFX pays higher dividends than FBALX: CLBFX (2.03) vs FBALX (1.71). 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). FBALX (11.65) and CLBFX (11.50) have marching annual gain over last year. CLBFX return over 5 years is better than : 38.44 vs. FBALX (21.63).
| 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 | 2.464 | 2.148 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 62.1B | 435% |
| Annual Yield % from dividends | 2.03 | 1.71 | 119% |
| Returns for 1 year | 11.50 | 11.65 | 99% |
| Returns for 3 years | 37.33 | 40.83 | 91% |
| Returns for 5 years | 38.44 | 21.63 | 178% |
| Returns for 10 years | 104.71 | 86.45 | 121% |
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