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CLBFX vs FIQAX
CLBFX vs FIQAX Comparison
Open Charts CLBFX vs FIQAX
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.
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).
| 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 | 8.169 | 8.209 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 4.44B | 5,676% |
| Annual Yield % from dividends | 1.99 | 2.05 | 97% |
| Returns for 1 year | 8.02 | 9.59 | 84% |
| Returns for 3 years | 36.80 | 32.15 | 114% |
| Returns for 5 years | 44.49 | 40.35 | 110% |
| Returns for 10 years | 81.14 | N/A | - |
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