Interact to see
Advertisement
Advertisement
CLBFX vs FBKFX
CLBFX vs FBKFX Comparison
Open Charts CLBFX vs FBKFX
American Funds American Balanced 529F
Price$37.88
Change+$0.20 (+0.53%)
VolumeN/A
Net Assets257.73B
Fidelity Balanced K6
Price$17.35
Change+$0.13 (+0.75%)
VolumeN/A
Net Assets2.1B
CLBFX vs FBKFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CLBFX vs. FBKFX commentary
Sep 07, 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 FBKFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 258B vs. FBKFX (2.1B). CLBFX pays higher dividends than FBKFX: CLBFX (1.94) vs FBKFX (1.84). CLBFX was incepted earlier than FBKFX: CLBFX (23 years) vs FBKFX (6 years). CLBFX (0.67) is less costly to investors than FBKFX (0.32). CLBFX is a more actively managed with annual turnover of: 44.00 vs. FBKFX (25.00). FBKFX has a lower initial minimum investment than CLBFX: FBKFX (0) vs CLBFX (250). FBKFX annual gain was more profitable for investors over the last year : 12.88 vs. CLBFX (10.11). FBKFX return over 5 years is better than : 55.78 vs. CLBFX (42.70).
| CLBFX | FBKFX | CLBFX / FBKFX | |
| Total Expense Ratio | 0.67 | 0.32 | 209% |
| Annual Report Gross Expense Ratio | 0.67 | 0.32 | 209% |
| Fund Existence | 23 years | 6 years | - |
| Gain YTD | 11.495 | 9.782 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 258B | 2.1B | 12,292% |
| Annual Yield % from dividends | 1.94 | 1.84 | 105% |
| Returns for 1 year | 10.11 | 12.88 | 79% |
| Returns for 3 years | 41.65 | 48.69 | 86% |
| Returns for 5 years | 42.70 | 55.78 | 77% |
| Returns for 10 years | 92.18 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement