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CLBFX vs FOBPX
CLBFX vs FOBPX Comparison
Open Charts CLBFX vs FOBPX
American Funds American Balanced 529F
Price$38.26
Change-$0.17 (-0.44%)
VolumeN/A
Net Assets263.26B
Tributary Balanced Instl Plus
Price$21.03
Change-$0.08 (-0.38%)
VolumeN/A
Net Assets83.51M
CLBFX vs FOBPX Comparison Chart in %
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CLBFX vs. FOBPX commentary
Sep 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 Hold and FOBPX is a Hold.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 263B vs. FOBPX (83.5M). CLBFX pays higher dividends than FOBPX: CLBFX (1.94) vs FOBPX (1.47). CLBFX was incepted earlier than FOBPX: CLBFX (23 years) vs FOBPX (14 years). FOBPX (1.08) 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 : 7.92 vs. FOBPX (4.77). CLBFX return over 5 years is better than : 46.68 vs. FOBPX (22.04).
| CLBFX | FOBPX | CLBFX / FOBPX | |
| Total Expense Ratio | 0.67 | 0.74 | 91% |
| Annual Report Gross Expense Ratio | 0.67 | 1.08 | 62% |
| Fund Existence | 23 years | 14 years | - |
| Gain YTD | 12.614 | 8.585 | 147% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 83.5M | 314,970% |
| Annual Yield % from dividends | 1.94 | 1.47 | 133% |
| Returns for 1 year | 7.92 | 4.77 | 166% |
| Returns for 3 years | 51.39 | 33.83 | 152% |
| Returns for 5 years | 46.68 | 22.04 | 212% |
| Returns for 10 years | 98.98 | 44.48 | 223% |
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