Interact to see
Advertisement
Advertisement
CLBFX vs FIQAX
CLBFX vs FIQAX Comparison
Open Charts CLBFX vs FIQAX
American Funds American Balanced 529F
Price$37.88
Change+$0.20 (+0.53%)
VolumeN/A
Net Assets259.11B
Fidelity Advisor Asset Manager 60% Z
Price$17.19
Change+$0.10 (+0.59%)
VolumeN/A
Net Assets4.55B
CLBFX vs FIQAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CLBFX vs. FIQAX 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 FIQAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 259B vs. FIQAX (4.55B). FIQAX (2.00) and CLBFX (1.94) 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 : 11.16 vs. CLBFX (10.11). CLBFX return over 5 years is better than : 42.70 vs. FIQAX (37.01).
| 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 | 11.495 | 11.377 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 259B | 4.55B | 5,697% |
| Annual Yield % from dividends | 1.94 | 2.00 | 97% |
| Returns for 1 year | 10.11 | 11.16 | 91% |
| Returns for 3 years | 41.65 | 35.62 | 117% |
| Returns for 5 years | 42.70 | 37.01 | 115% |
| Returns for 10 years | 92.18 | N/A | - |