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CLBFX vs FIQAX
CLBFX vs FIQAX Comparison
Open Charts CLBFX vs FIQAX
American Funds American Balanced 529F
Price$38.26
Change-$0.56 (-1.44%)
VolumeN/A
Net Assets269.72B
Fidelity Advisor Asset Manager 60% Z
Price$17.52
Change-$0.16 (-0.90%)
VolumeN/A
Net Assets5.24B
CLBFX vs FIQAX Comparison Chart in %
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CLBFX vs. FIQAX commentary
Feb 05, 2026
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 Hold and FIQAX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 270B vs. FIQAX (5.24B). FIQAX (2.08) and CLBFX (2.03) 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 (0.58). CLBFX is a more actively managed with annual turnover of: 44.00 vs. FIQAX (29.00). 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 : 13.87 vs. CLBFX (11.50). CLBFX return over 5 years is better than : 38.44 vs. FIQAX (27.76).
| CLBFX | FIQAX | CLBFX / FIQAX | |
| Total Expense Ratio | 0.67 | 0.55 | 122% |
| Annual Report Gross Expense Ratio | 0.67 | 0.58 | 116% |
| Fund Existence | 23 years | 7 years | - |
| Gain YTD | 2.464 | 2.993 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 5.24B | 5,156% |
| Annual Yield % from dividends | 2.03 | 2.08 | 98% |
| Returns for 1 year | 11.50 | 13.87 | 83% |
| Returns for 3 years | 37.33 | 35.28 | 106% |
| Returns for 5 years | 38.44 | 27.76 | 138% |
| Returns for 10 years | 104.71 | N/A | - |
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