CLBFX
Price
$36.75
Change
+$0.18 (+0.49%)
Updated
Jul 3 closing price
Net Assets
252.39B
FBKFX
Price
$16.81
Change
+$0.08 (+0.48%)
Updated
Jul 3 closing price
Net Assets
2.25B
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CLBFX vs FBKFX

Header iconCLBFX vs FBKFX Comparison
Open Charts CLBFX vs FBKFXBanner chart's image
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.

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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).
CLBFXFBKFXCLBFX / FBKFX
Total Expense Ratio0.670.32209%
Annual Report Gross Expense Ratio0.670.32209%
Fund Existence23 years6 years-
Gain YTD8.1695.827140%
Front LoadN/AN/A-
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets252B2.25B11,180%
Annual Yield % from dividends1.991.84108%
Returns for 1 year8.029.4185%
Returns for 3 years36.8044.5083%
Returns for 5 years44.4961.8672%
Returns for 10 years81.14N/A-
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