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CLBFX vs FIQAX
CLBFX vs FIQAX Comparison
Open Charts CLBFX vs FIQAX
American Funds American Balanced 529F
Price$39.72
Change+$0.11 (+0.28%)
VolumeN/A
Net Assets269.37B
Fidelity Advisor Asset Manager 60% Z
Price$17.92
Change+$0.06 (+0.34%)
VolumeN/A
Net Assets4.85B
CLBFX vs FIQAX Comparison Chart in %
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CLBFX vs. FIQAX commentary
Dec 04, 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 StrongBuy and FIQAX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 269B vs. FIQAX (4.85B). FIQAX (1.91) and CLBFX (1.83) 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 : 10.62 vs. CLBFX (9.42). CLBFX return over 5 years is better than : 42.06 vs. FIQAX (32.78).
| 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 | 16.745 | 15.320 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 4.85B | 5,546% |
| Annual Yield % from dividends | 1.83 | 1.91 | 96% |
| Returns for 1 year | 9.42 | 10.62 | 89% |
| Returns for 3 years | 41.56 | 35.62 | 117% |
| Returns for 5 years | 42.06 | 32.78 | 128% |
| Returns for 10 years | 90.52 | N/A | - |
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