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CLBFX vs FIKZX
CLBFX vs FIKZX Comparison
Open Charts CLBFX vs FIKZX
American Funds American Balanced 529F
Price$37.07
Change+$0.07 (+0.19%)
VolumeN/A
Net Assets254.37B
Fidelity Advisor Asset Manager 50% Z
Price$21.83
Change+$0.02 (+0.09%)
VolumeN/A
Net Assets9.63B
CLBFX vs FIKZX Comparison Chart in %
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CLBFX vs. FIKZX commentary
Jul 28, 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: 254B vs. FIKZX (9.63B). FIKZX pays higher dividends than CLBFX: FIKZX (2.35) vs CLBFX (1.99). 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). CLBFX (10.40) and FIKZX (10.09) have marching annual gain over last year. CLBFX return over 5 years is better than : 42.59 vs. FIKZX (27.71).
| 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 | 9.111 | 8.315 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 9.63B | 2,638% |
| Annual Yield % from dividends | 1.99 | 2.35 | 85% |
| Returns for 1 year | 10.40 | 10.09 | 103% |
| Returns for 3 years | 36.42 | 23.80 | 153% |
| Returns for 5 years | 42.59 | 27.71 | 154% |
| Returns for 10 years | 81.10 | N/A | - |
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