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CLBFX vs FIKZX
CLBFX vs FIKZX Comparison
Open Charts CLBFX vs FIKZX
American Funds American Balanced 529F
Price$37.32
Change-$0.09 (-0.24%)
VolumeN/A
Net Assets256.26B
Fidelity Advisor Asset Manager 50% Z
Price$22.06
Change-$0.01 (-0.05%)
VolumeN/A
Net Assets9.62B
CLBFX vs FIKZX Comparison Chart in %
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CLBFX vs. FIKZX commentary
Aug 18, 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: 256B vs. FIKZX (9.62B). FIKZX pays higher dividends than CLBFX: FIKZX (2.39) vs CLBFX (1.97). 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 : 8.99 vs. CLBFX (8.11). CLBFX return over 5 years is better than : 40.98 vs. FIKZX (26.52).
| 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 | 9.847 | 9.456 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 9.62B | 2,662% |
| Annual Yield % from dividends | 1.97 | 2.39 | 83% |
| Returns for 1 year | 8.11 | 8.99 | 90% |
| Returns for 3 years | 31.15 | 19.40 | 161% |
| Returns for 5 years | 40.98 | 26.52 | 155% |
| Returns for 10 years | 82.32 | N/A | - |
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