Interact to see
Advertisement
Advertisement
CLBFX vs FBKFX
CLBFX vs FBKFX Comparison
Open Charts CLBFX vs FBKFX
American Funds American Balanced 529F
Price$37.54
Change+$0.04 (+0.11%)
VolumeN/A
Net Assets269.37B
Fidelity Balanced K6
Price$17.47
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets2.17B
CLBFX vs FBKFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CLBFX vs. FBKFX commentary
Dec 29, 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 FBKFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 269B vs. FBKFX (2.18B). CLBFX (1.83) and FBKFX (1.81) have matching dividends . CLBFX was incepted earlier than FBKFX: CLBFX (23 years) vs FBKFX (7 years). CLBFX (0.67) is less costly to investors than FBKFX (0.32). FBKFX is a more actively managed with annual turnover of: 53.00 vs. CLBFX (44.00). FBKFX has a lower initial minimum investment than CLBFX: FBKFX (0) vs CLBFX (250). CLBFX (9.21) and FBKFX (9.19) have marching annual gain over last year. FBKFX return over 5 years is better than : 45.25 vs. CLBFX (37.57).
| 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 | 7 years | - |
| Gain YTD | 10.840 | 11.102 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 2.18B | 12,368% |
| Annual Yield % from dividends | 1.83 | 1.81 | 101% |
| Returns for 1 year | 9.21 | 9.19 | 100% |
| Returns for 3 years | 38.59 | 56.45 | 68% |
| Returns for 5 years | 37.57 | 45.25 | 83% |
| Returns for 10 years | 88.41 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement