Interact to see
Advertisement
Advertisement
CLBFX vs FOBPX
CLBFX vs FOBPX Comparison
Open Charts CLBFX vs FOBPX
American Funds American Balanced 529F
Price$36.75
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
Tributary Balanced Instl Plus
Price$20.29
Change+$0.08 (+0.40%)
VolumeN/A
Net Assets82.62M
CLBFX vs FOBPX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CLBFX vs. FOBPX commentary
Jul 06, 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 FOBPX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 252B vs. FOBPX (82.6M). CLBFX pays higher dividends than FOBPX: CLBFX (1.99) vs FOBPX (1.51). CLBFX was incepted earlier than FOBPX: CLBFX (23 years) vs FOBPX (14 years). FOBPX (1.07) is less costly to investors than CLBFX (0.67). CLBFX is a more actively managed with annual turnover of: 44.00 vs. FOBPX (19.00). CLBFX has a lower initial minimum investment than FOBPX: CLBFX (250) vs FOBPX (5000000). CLBFX annual gain was more profitable for investors over the last year : 8.02 vs. FOBPX (3.58). CLBFX return over 5 years is better than : 44.49 vs. FOBPX (21.15).
| CLBFX | FOBPX | CLBFX / FOBPX | |
| Total Expense Ratio | 0.67 | 0.77 | 87% |
| Annual Report Gross Expense Ratio | 0.67 | 1.07 | 63% |
| Fund Existence | 23 years | 14 years | - |
| Gain YTD | 8.169 | 4.375 | 187% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 82.6M | 305,085% |
| Annual Yield % from dividends | 1.99 | 1.51 | 132% |
| Returns for 1 year | 8.02 | 3.58 | 224% |
| Returns for 3 years | 36.80 | 22.86 | 161% |
| Returns for 5 years | 44.49 | 21.15 | 210% |
| Returns for 10 years | 81.14 | 30.16 | 269% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement