CLBFX
Price
$36.75
Change
+$0.18 (+0.49%)
Updated
Jul 3 closing price
Net Assets
252.39B
FIQAX
Price
$16.74
Change
+$0.05 (+0.30%)
Updated
Jul 3 closing price
Net Assets
4.44B
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CLBFX vs FIQAX

Header iconCLBFX vs FIQAX Comparison
Open Charts CLBFX vs FIQAXBanner chart's image
American Funds American Balanced 529F
Price$36.75
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
Fidelity Advisor Asset Manager 60% Z
Price$16.74
Change+$0.05 (+0.30%)
VolumeN/A
Net Assets4.44B
CLBFX vs FIQAX Comparison Chart in %
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CLBFX vs. FIQAX commentary
Jul 07, 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 StrongBuy.

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FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 252B vs. FIQAX (4.44B). FIQAX (2.05) and CLBFX (1.99) 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 : 9.59 vs. CLBFX (8.02). CLBFX return over 5 years is better than : 44.49 vs. FIQAX (40.35).
CLBFXFIQAXCLBFX / FIQAX
Total Expense Ratio0.670.57118%
Annual Report Gross Expense Ratio0.670.57118%
Fund Existence23 years7 years-
Gain YTD8.1698.209100%
Front LoadN/AN/A-
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets252B4.44B5,676%
Annual Yield % from dividends1.992.0597%
Returns for 1 year8.029.5984%
Returns for 3 years36.8032.15114%
Returns for 5 years44.4940.35110%
Returns for 10 years81.14N/A-
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