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CLBFX vs FBKFX
CLBFX vs FBKFX Comparison
Open Charts CLBFX vs FBKFX
American Funds American Balanced 529F
Price$38.94
Change-$0.48 (-1.22%)
VolumeN/A
Net Assets268.67B
Fidelity Balanced K6
Price$17.38
Change-$0.21 (-1.19%)
VolumeN/A
Net Assets2.2B
CLBFX vs FBKFX Comparison Chart in %
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CLBFX vs. FBKFX commentary
Nov 14, 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: 269B vs. FBKFX (2.2B). CLBFX (1.86) and FBKFX (1.82) 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 : 10.11 vs. FBKFX (9.36). FBKFX return over 5 years is better than : 52.30 vs. CLBFX (44.32).
| 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 | 16.391 | 11.928 | 137% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 2.2B | 12,238% |
| Annual Yield % from dividends | 1.86 | 1.82 | 102% |
| Returns for 1 year | 10.11 | 9.36 | 108% |
| Returns for 3 years | 44.93 | 53.42 | 84% |
| Returns for 5 years | 44.32 | 52.30 | 85% |
| Returns for 10 years | 94.43 | N/A | - |
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