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CLBFX vs FIQAX
CLBFX vs FIQAX Comparison
Open Charts CLBFX vs FIQAX
American Funds American Balanced 529F
Price$38.87
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.62B
Fidelity Advisor Asset Manager 60% Z
Price$17.65
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets4.68B
CLBFX vs FIQAX Comparison Chart in %
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CLBFX vs. FIQAX commentary
Oct 19, 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 FIQAX is a Hold.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 266B vs. FIQAX (4.68B). FIQAX (1.94) and CLBFX (1.89) have matching dividends . CLBFX was incepted earlier than FIQAX: CLBFX (23 years) vs FIQAX (7 years). CLBFX (0.67) is less costly to investors than FIQAX (0.57). CLBFX is a more actively managed with annual turnover of: 44.00 vs. FIQAX (17.00). FIQAX has a lower initial minimum investment than CLBFX: FIQAX (0) vs CLBFX (250). FIQAX annual gain was more profitable for investors over the last year : 10.93 vs. CLBFX (8.84). CLBFX return over 5 years is better than : 45.11 vs. FIQAX (37.94).
| CLBFX | FIQAX | CLBFX / FIQAX | |
| Total Expense Ratio | 0.67 | 0.57 | 118% |
| Annual Report Gross Expense Ratio | 0.67 | 0.57 | 118% |
| Fund Existence | 23 years | 7 years | - |
| Gain YTD | 14.767 | 14.092 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 4.68B | 5,681% |
| Annual Yield % from dividends | 1.89 | 1.94 | 97% |
| Returns for 1 year | 8.84 | 10.93 | 81% |
| Returns for 3 years | 52.03 | 45.25 | 115% |
| Returns for 5 years | 45.11 | 37.94 | 119% |
| Returns for 10 years | 91.64 | N/A | - |
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