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CLBFX vs FBKFX
CLBFX vs FBKFX Comparison
Open Charts CLBFX vs FBKFX
American Funds American Balanced 529F
Price$35.51
Change-$0.31 (-0.87%)
VolumeN/A
Net Assets244.39B
Fidelity Balanced K6
Price$16.21
Change-$0.13 (-0.80%)
VolumeN/A
Net Assets2.2B
CLBFX vs FBKFX Comparison Chart
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CLBFX vs. FBKFX commentary
Jun 16, 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: 244B vs. FBKFX (2.2B). CLBFX pays higher dividends than FBKFX: CLBFX (2.07) vs FBKFX (1.92). 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 : 6.73 vs. CLBFX (5.44). FBKFX return over 5 years is better than : 60.22 vs. CLBFX (41.30).
| 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 | 4.519 | 2.050 | 220% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244B | 2.2B | 11,111% |
| Annual Yield % from dividends | 2.07 | 1.92 | 108% |
| Returns for 1 year | 5.44 | 6.73 | 81% |
| Returns for 3 years | 34.29 | 42.91 | 80% |
| Returns for 5 years | 41.30 | 60.22 | 69% |
| Returns for 10 years | 73.68 | N/A | - |
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