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CLBFX vs FBKFX
CLBFX vs FBKFX Comparison
Open Charts CLBFX vs FBKFX
American Funds American Balanced 529F
Price$39.72
Change+$0.11 (+0.28%)
VolumeN/A
Net Assets269.37B
Fidelity Balanced K6
Price$17.63
Change+$0.03 (+0.17%)
VolumeN/A
Net Assets2.17B
CLBFX vs FBKFX Comparison Chart in %
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CLBFX vs. FBKFX commentary
Dec 04, 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 (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). CLBFX annual gain was more profitable for investors over the last year : 9.42 vs. FBKFX (7.99). FBKFX return over 5 years is better than : 48.34 vs. CLBFX (42.06).
| 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 | 16.745 | 11.801 | 142% |
| 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 | 9.42 | 7.99 | 118% |
| Returns for 3 years | 41.56 | 50.04 | 83% |
| Returns for 5 years | 42.06 | 48.34 | 87% |
| Returns for 10 years | 90.52 | N/A | - |