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CLBFX vs FIQAX
CLBFX vs FIQAX Comparison
Open Charts CLBFX vs FIQAX
American Funds American Balanced 529F
Price$35.51
Change-$0.31 (-0.87%)
VolumeN/A
Net Assets246.53B
Fidelity Advisor Asset Manager 60% Z
Price$16.21
Change-$0.14 (-0.86%)
VolumeN/A
Net Assets4.3B
CLBFX vs FIQAX Comparison Chart
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CLBFX vs. FIQAX commentary
Jun 14, 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: 247B vs. FIQAX (4.3B). FIQAX (2.13) and CLBFX (2.07) 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 : 8.21 vs. CLBFX (5.44). CLBFX (41.30) and FIQAX (40.31) have equivalent 5 years return.
| 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 | 4.519 | 5.688 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 247B | 4.3B | 5,747% |
| Annual Yield % from dividends | 2.07 | 2.13 | 97% |
| Returns for 1 year | 5.44 | 8.21 | 66% |
| Returns for 3 years | 34.29 | 31.51 | 109% |
| Returns for 5 years | 41.30 | 40.31 | 102% |
| Returns for 10 years | 73.68 | N/A | - |
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