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CLBFX vs FBALX
CLBFX vs FBALX Comparison
Open Charts CLBFX vs FBALX
American Funds American Balanced 529F
Price$37.32
Change-$0.09 (-0.24%)
VolumeN/A
Net Assets256.26B
Fidelity Balanced
Price$31.77
Change-$0.09 (-0.28%)
VolumeN/A
Net Assets58.11B
CLBFX vs FBALX Comparison Chart in %
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CLBFX vs. FBALX commentary
Aug 17, 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: 256B vs. FBALX (58.1B). CLBFX pays higher dividends than FBALX: CLBFX (1.97) vs FBALX (1.70). 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 (8.11) and FBALX (8.05) have marching annual gain over last year. CLBFX return over 5 years is better than : 40.98 vs. FBALX (28.37).
| 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 | 9.847 | 8.475 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 58.1B | 441% |
| Annual Yield % from dividends | 1.97 | 1.70 | 116% |
| Returns for 1 year | 8.11 | 8.05 | 101% |
| Returns for 3 years | 31.15 | 23.13 | 135% |
| Returns for 5 years | 40.98 | 28.37 | 144% |
| Returns for 10 years | 82.32 | 53.09 | 155% |
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