CLBFX
Price
$37.07
Change
+$0.07 (+0.19%)
Updated
Jul 25 closing price
Net Assets
254.37B
FOBPX
Price
$20.52
Change
+$0.06 (+0.29%)
Updated
Jul 25 closing price
Net Assets
83.08M
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CLBFX vs FOBPX

Header iconCLBFX vs FOBPX Comparison
Open Charts CLBFX vs FOBPXBanner chart's image
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.

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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).
CLBFXFOBPXCLBFX / FOBPX
Total Expense Ratio0.670.7787%
Annual Report Gross Expense Ratio0.671.0763%
Fund Existence23 years14 years-
Gain YTD9.1115.558164%
Front LoadN/AN/A-
Min. Initial Investment25050000000%
Min. Initial Investment IRAN/AN/A-
Net Assets254B83.1M305,656%
Annual Yield % from dividends1.991.51132%
Returns for 1 year10.405.97174%
Returns for 3 years36.4222.48162%
Returns for 5 years42.5920.22211%
Returns for 10 years81.1031.41258%
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