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CLBFX vs FBALX
CLBFX vs FBALX Comparison
Open Charts CLBFX vs FBALX
American Funds American Balanced 529F
Price$38.87
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.62B
Fidelity Balanced
Price$31.76
Change+$0.07 (+0.22%)
VolumeN/A
Net Assets60.3B
CLBFX vs FBALX Comparison Chart in %
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CLBFX vs. FBALX commentary
Oct 19, 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: 266B vs. FBALX (60.3B). CLBFX pays higher dividends than FBALX: CLBFX (1.89) vs FBALX (1.63). 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 : 8.84 vs. FBALX (7.91). CLBFX return over 5 years is better than : 45.11 vs. FBALX (29.19).
| 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 | 14.767 | 8.950 | 165% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 60.3B | 441% |
| Annual Yield % from dividends | 1.89 | 1.63 | 116% |
| Returns for 1 year | 8.84 | 7.91 | 112% |
| Returns for 3 years | 52.03 | 49.56 | 105% |
| Returns for 5 years | 45.11 | 29.19 | 155% |
| Returns for 10 years | 91.64 | 67.25 | 136% |
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