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CLBFX vs FBKFX
CLBFX vs FBKFX Comparison
Open Charts CLBFX vs FBKFX
American Funds American Balanced 529F
Price$37.07
Change+$0.07 (+0.19%)
VolumeN/A
Net Assets254.37B
Fidelity Balanced K6
Price$16.94
Change+$0.05 (+0.30%)
VolumeN/A
Net Assets2.25B
CLBFX vs FBKFX Comparison Chart in %
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CLBFX vs. FBKFX commentary
Jul 28, 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: 254B 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 : 12.87 vs. CLBFX (10.40). FBKFX return over 5 years is better than : 59.51 vs. CLBFX (42.59).
| 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 | 9.111 | 7.187 | 127% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 2.25B | 11,269% |
| Annual Yield % from dividends | 1.99 | 1.84 | 108% |
| Returns for 1 year | 10.40 | 12.87 | 81% |
| Returns for 3 years | 36.42 | 43.55 | 84% |
| Returns for 5 years | 42.59 | 59.51 | 72% |
| Returns for 10 years | 81.10 | N/A | - |
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