Interact to see
Advertisement
Advertisement
CLBFX vs FOBPX
CLBFX vs FOBPX Comparison
Open Charts CLBFX vs FOBPX
American Funds American Balanced 529F
Price$35.51
Change-$0.31 (-0.87%)
VolumeN/A
Net Assets244.39B
Tributary Balanced Instl Plus
Price$19.76
Change-$0.16 (-0.80%)
VolumeN/A
Net Assets80.26M
CLBFX vs FOBPX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CLBFX vs. FOBPX commentary
Jun 16, 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: 244B vs. FOBPX (80.3M). CLBFX pays higher dividends than FOBPX: CLBFX (2.07) 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 : 5.44 vs. FOBPX (1.23). CLBFX return over 5 years is better than : 41.30 vs. FOBPX (19.92).
| 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 | 4.519 | 1.222 | 370% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244B | 80.3M | 303,861% |
| Annual Yield % from dividends | 2.07 | 1.51 | 137% |
| Returns for 1 year | 5.44 | 1.23 | 442% |
| Returns for 3 years | 34.29 | 22.13 | 155% |
| Returns for 5 years | 41.30 | 19.92 | 207% |
| Returns for 10 years | 73.68 | 25.08 | 294% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| AVLV | 66.58 | -0.54 | -0.80% |
| Avantis US Large Cap Value ETF | |||
| DOCT | 39.95 | -0.36 | -0.89% |
| FT Vest US Equity Deep Bffr ETF Oct | |||
| SOCL | 49.52 | -0.63 | -1.26% |
| Global X Social Media ETF | |||
| USVM | 81.45 | -1.51 | -1.82% |
| VictoryShares US Sm Md Cp Val Momt ETF | |||
| ERY | 21.54 | -0.79 | -3.54% |
| Direxion Daily Energy Bear 2X ETF | |||