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CLBFX vs FBALX
CLBFX vs FBALX Comparison
Open Charts CLBFX vs FBALX
American Funds American Balanced 529F
Price$39.61
Change-$0.49 (-1.22%)
VolumeN/A
Net Assets269.37B
Fidelity Balanced
Price$32.36
Change-$0.31 (-0.95%)
VolumeN/A
Net Assets61.46B
CLBFX vs FBALX Comparison Chart in %
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CLBFX vs. FBALX commentary
Dec 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 StrongBuy and FBALX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 269B vs. FBALX (61.5B). CLBFX pays higher dividends than FBALX: CLBFX (1.83) vs FBALX (1.67). 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 : 10.76 vs. FBALX (7.49). CLBFX return over 5 years is better than : 43.74 vs. FBALX (27.47).
| 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 | 18.399 | 12.003 | 153% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 61.5B | 437% |
| Annual Yield % from dividends | 1.83 | 1.67 | 110% |
| Returns for 1 year | 10.76 | 7.49 | 144% |
| Returns for 3 years | 45.23 | 45.32 | 100% |
| Returns for 5 years | 43.74 | 27.47 | 159% |
| Returns for 10 years | 97.46 | 73.73 | 132% |
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