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CLBFX vs FOBPX
CLBFX vs FOBPX Comparison
Open Charts CLBFX vs FOBPX
American Funds American Balanced 529F
Price$37.07
Change+$0.07 (+0.19%)
VolumeN/A
Net Assets254.37B
Tributary Balanced Instl Plus
Price$20.52
Change+$0.06 (+0.29%)
VolumeN/A
Net Assets83.08M
CLBFX vs FOBPX Comparison Chart in %
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CLBFX vs. FOBPX commentary
Jul 27, 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: 254B vs. FOBPX (83.1M). 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 (22.00). 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 : 10.40 vs. FOBPX (5.97). CLBFX return over 5 years is better than : 42.59 vs. FOBPX (20.22).
| 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 | 9.111 | 5.558 | 164% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 83.1M | 305,656% |
| Annual Yield % from dividends | 1.99 | 1.51 | 132% |
| Returns for 1 year | 10.40 | 5.97 | 174% |
| Returns for 3 years | 36.42 | 22.48 | 162% |
| Returns for 5 years | 42.59 | 20.22 | 211% |
| Returns for 10 years | 81.10 | 31.41 | 258% |