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CLBFX vs FBKFX
CLBFX vs FBKFX Comparison
Open Charts CLBFX vs FBKFX
American Funds American Balanced 529F
Price$36.75
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
Fidelity Balanced K6
Price$16.81
Change+$0.08 (+0.48%)
VolumeN/A
Net Assets2.25B
CLBFX vs FBKFX Comparison Chart in %
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CLBFX vs. FBKFX commentary
Jul 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: 252B vs. FBKFX (2.25B). CLBFX pays higher dividends than FBKFX: CLBFX (1.99) 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 : 9.41 vs. CLBFX (8.02). FBKFX return over 5 years is better than : 61.86 vs. CLBFX (44.49).
| 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 | 8.169 | 5.827 | 140% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 2.25B | 11,180% |
| Annual Yield % from dividends | 1.99 | 1.84 | 108% |
| Returns for 1 year | 8.02 | 9.41 | 85% |
| Returns for 3 years | 36.80 | 44.50 | 83% |
| Returns for 5 years | 44.49 | 61.86 | 72% |
| Returns for 10 years | 81.14 | N/A | - |
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