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CLBFX vs FIKZX
CLBFX vs FIKZX Comparison
Open Charts CLBFX vs FIKZX
American Funds American Balanced 529F
Price$38.03
Change+$0.15 (+0.40%)
VolumeN/A
Net Assets259.11B
Fidelity Advisor Asset Manager 50% Z
Price$22.24
Change+$0.06 (+0.27%)
VolumeN/A
Net Assets9.76B
CLBFX vs FIKZX Comparison Chart in %
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CLBFX vs. FIKZX commentary
Sep 09, 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: 259B vs. FIKZX (9.76B). FIKZX pays higher dividends than CLBFX: FIKZX (2.34) vs CLBFX (1.94). 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 annual gain was more profitable for investors over the last year : 10.11 vs. FIKZX (9.46). CLBFX return over 5 years is better than : 42.70 vs. FIKZX (26.77).
| 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 | 11.495 | 10.349 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 259B | 9.76B | 2,653% |
| Annual Yield % from dividends | 1.94 | 2.34 | 83% |
| Returns for 1 year | 10.11 | 9.46 | 107% |
| Returns for 3 years | 41.65 | 27.80 | 150% |
| Returns for 5 years | 42.70 | 26.77 | 160% |
| Returns for 10 years | 92.18 | N/A | - |
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