Interact to see
Advertisement
Advertisement
CLBFX vs FIQAX
CLBFX vs FIQAX Comparison
Open Charts CLBFX vs FIQAX
American Funds American Balanced 529F
Price$38.22
Change-$0.06 (-0.16%)
VolumeN/A
Net Assets269.72B
Fidelity Advisor Asset Manager 60% Z
Price$17.36
Change-$0.02 (-0.12%)
VolumeN/A
Net Assets5.09B
CLBFX vs FIQAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CLBFX vs. FIQAX commentary
Jan 15, 2026
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 Hold and FIQAX is a Hold.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 270B vs. FIQAX (5.09B). FIQAX (2.13) and CLBFX (2.08) 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 (0.58). 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 : 15.48 vs. CLBFX (14.42). CLBFX return over 5 years is better than : 39.53 vs. FIQAX (28.47).
| CLBFX | FIQAX | CLBFX / FIQAX | |
| Total Expense Ratio | 0.67 | 0.55 | 122% |
| Annual Report Gross Expense Ratio | 0.67 | 0.58 | 116% |
| Fund Existence | 23 years | 7 years | - |
| Gain YTD | 2.357 | 1.995 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 5.09B | 5,308% |
| Annual Yield % from dividends | 2.08 | 2.13 | 98% |
| Returns for 1 year | 14.42 | 15.48 | 93% |
| Returns for 3 years | 38.39 | 36.44 | 105% |
| Returns for 5 years | 39.53 | 28.47 | 139% |
| Returns for 10 years | 105.76 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| HRLYX | 9.94 | 0.08 | +0.81% |
| Hartford Real Asset Y | |||
| ITETX | 10.57 | 0.04 | +0.38% |
| VY® T. Rowe Price Equity Income S2 | |||
| RIVJX | 20.98 | 0.01 | +0.05% |
| American Funds International Vntg R-5E | |||
| FDIKX | 50.29 | N/A | N/A |
| Fidelity Diversified International K | |||
| UGTCX | 29.97 | -0.07 | -0.23% |
| Victory Growth and Tax Strategy C | |||