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CLBFX vs FBKFX
CLBFX vs FBKFX Comparison
Open Charts CLBFX vs FBKFX
American Funds American Balanced 529F
Price$38.26
Change-$0.56 (-1.44%)
VolumeN/A
Net Assets269.72B
Fidelity Balanced K6
Price$17.65
Change-$0.18 (-1.01%)
VolumeN/A
Net Assets2.26B
CLBFX vs FBKFX Comparison Chart in %
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CLBFX vs. FBKFX commentary
Feb 05, 2026
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 Hold and FBKFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 270B vs. FBKFX (2.26B). CLBFX pays higher dividends than FBKFX: CLBFX (2.03) vs FBKFX (1.83). CLBFX was incepted earlier than FBKFX: CLBFX (23 years) vs FBKFX (7 years). CLBFX (0.67) is less costly to investors than FBKFX (0.32). FBKFX is a more actively managed with annual turnover of: 53.00 vs. CLBFX (44.00). FBKFX has a lower initial minimum investment than CLBFX: FBKFX (0) vs CLBFX (250). FBKFX (11.73) and CLBFX (11.50) have marching annual gain over last year. FBKFX return over 5 years is better than : 42.50 vs. CLBFX (38.44).
| 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 | 7 years | - |
| Gain YTD | 2.464 | 2.191 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 2.26B | 11,952% |
| Annual Yield % from dividends | 2.03 | 1.83 | 111% |
| Returns for 1 year | 11.50 | 11.73 | 98% |
| Returns for 3 years | 37.33 | 48.19 | 77% |
| Returns for 5 years | 38.44 | 42.50 | 90% |
| Returns for 10 years | 104.71 | N/A | - |
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