Interact to see
Advertisement
Advertisement
CLBFX vs FBKFX
CLBFX vs FBKFX Comparison
Open Charts CLBFX vs FBKFX
American Funds American Balanced 529F
Price$38.87
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.37B
Fidelity Balanced K6
Price$17.17
Change+$0.04 (+0.23%)
VolumeN/A
Net Assets2.15B
CLBFX vs FBKFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CLBFX vs. FBKFX commentary
Oct 19, 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: 265B vs. FBKFX (2.15B). CLBFX pays higher dividends than FBKFX: CLBFX (1.89) vs FBKFX (1.79). 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 : 8.84 vs. FBKFX (8.09). FBKFX return over 5 years is better than : 51.99 vs. CLBFX (45.11).
| 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 | 14.767 | 8.939 | 165% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 265B | 2.15B | 12,314% |
| Annual Yield % from dividends | 1.89 | 1.79 | 106% |
| Returns for 1 year | 8.84 | 8.09 | 109% |
| Returns for 3 years | 52.03 | 57.34 | 91% |
| Returns for 5 years | 45.11 | 51.99 | 87% |
| Returns for 10 years | 91.64 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement