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CLBFX vs FIKZX
CLBFX vs FIKZX Comparison
Open Charts CLBFX vs FIKZX
American Funds American Balanced 529F
Price$35.51
Change-$0.31 (-0.87%)
VolumeN/A
Net Assets244.39B
Fidelity Advisor Asset Manager 50% Z
Price$21.17
Change-$0.17 (-0.80%)
VolumeN/A
Net Assets9.42B
CLBFX vs FIKZX Comparison Chart
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CLBFX vs. FIKZX 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 FIKZX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 244B vs. FIKZX (9.42B). FIKZX pays higher dividends than CLBFX: FIKZX (2.43) vs CLBFX (2.07). CLBFX was incepted earlier than FIKZX: CLBFX (23 years) vs FIKZX (7 years). CLBFX (0.67) is less costly to investors than FIKZX (0.47). CLBFX is a more actively managed with annual turnover of: 44.00 vs. FIKZX (12.00). FIKZX has a lower initial minimum investment than CLBFX: FIKZX (0) vs CLBFX (250). FIKZX annual gain was more profitable for investors over the last year : 6.34 vs. CLBFX (5.44). CLBFX return over 5 years is better than : 41.30 vs. FIKZX (27.84).
| CLBFX | FIKZX | CLBFX / FIKZX | |
| Total Expense Ratio | 0.67 | 0.47 | 143% |
| Annual Report Gross Expense Ratio | 0.67 | 0.47 | 143% |
| Fund Existence | 23 years | 7 years | - |
| Gain YTD | 4.519 | 4.337 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244B | 9.42B | 2,591% |
| Annual Yield % from dividends | 2.07 | 2.43 | 85% |
| Returns for 1 year | 5.44 | 6.34 | 86% |
| Returns for 3 years | 34.29 | 23.33 | 147% |
| Returns for 5 years | 41.30 | 27.84 | 148% |
| Returns for 10 years | 73.68 | N/A | - |
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