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CLBFX vs FIEWX
CLBFX vs FIEWX Comparison
Open Charts CLBFX vs FIEWX
American Funds American Balanced 529F
Price$39.14
Change+$0.27 (+0.69%)
VolumeN/A
Net Assets265.62B
American Funds Retire Inc Port-Enh F3
Price$15.49
Change+$0.09 (+0.58%)
VolumeN/A
Net Assets2.07B
CLBFX vs FIEWX Comparison Chart in %
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CLBFX vs. FIEWX commentary
Oct 21, 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 FIEWX is a Hold.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 266B vs. FIEWX (2.07B). FIEWX pays higher dividends than CLBFX: FIEWX (3.12) vs CLBFX (1.89). CLBFX was incepted earlier than FIEWX: CLBFX (23 years) vs FIEWX (9 years). CLBFX (0.67) is less costly to investors than FIEWX (0.32). CLBFX is a more actively managed with annual turnover of: 44.00 vs. FIEWX (16.00). CLBFX has a lower initial minimum investment than FIEWX: CLBFX (250) vs FIEWX (1000000). FIEWX annual gain was more profitable for investors over the last year : 13.18 vs. CLBFX (9.53). FIEWX (48.21) and CLBFX (47.53) have equivalent 5 years return.
| CLBFX | FIEWX | CLBFX / FIEWX | |
| Total Expense Ratio | 0.67 | 0.32 | 209% |
| Annual Report Gross Expense Ratio | 0.67 | 0.32 | 209% |
| Fund Existence | 23 years | 9 years | - |
| Gain YTD | 15.564 | 15.450 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 2.07B | 12,856% |
| Annual Yield % from dividends | 1.89 | 3.12 | 61% |
| Returns for 1 year | 9.53 | 13.18 | 72% |
| Returns for 3 years | 52.41 | 48.92 | 107% |
| Returns for 5 years | 47.53 | 48.21 | 99% |
| Returns for 10 years | 89.57 | N/A | - |
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