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CLBFX vs FIQAX
CLBFX vs FIQAX Comparison
Open Charts CLBFX vs FIQAX
American Funds American Balanced 529F
Price$37.07
Change+$0.07 (+0.19%)
VolumeN/A
Net Assets254.37B
Fidelity Advisor Asset Manager 60% Z
Price$16.91
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets4.44B
CLBFX vs FIQAX Comparison Chart in %
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CLBFX vs. FIQAX commentary
Jul 27, 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: 254B 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 : 11.70 vs. CLBFX (10.40). CLBFX return over 5 years is better than : 42.59 vs. FIQAX (38.59).
| 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 | 9.111 | 9.308 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 4.44B | 5,721% |
| Annual Yield % from dividends | 1.99 | 2.05 | 97% |
| Returns for 1 year | 10.40 | 11.70 | 89% |
| Returns for 3 years | 36.42 | 31.36 | 116% |
| Returns for 5 years | 42.59 | 38.59 | 110% |
| Returns for 10 years | 81.10 | N/A | - |
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