CLBFX
Price
$37.32
Change
-$0.09 (-0.24%)
Updated
Aug 15 closing price
Net Assets
256.26B
QABGX
Price
$23.19
Change
-$0.02 (-0.09%)
Updated
Aug 15 closing price
Net Assets
285.66M
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CLBFX vs QABGX

Header iconCLBFX vs QABGX Comparison
Open Charts CLBFX vs QABGXBanner chart's image
American Funds American Balanced 529F
Price$37.32
Change-$0.09 (-0.24%)
VolumeN/A
Net Assets256.26B
Federated Hermes MDT Balanced A
Price$23.19
Change-$0.02 (-0.09%)
VolumeN/A
Net Assets285.66M
CLBFX vs QABGX Comparison Chart in %
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CLBFX vs. QABGX commentary
Aug 17, 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 QABGX is a Buy.

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FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 256B vs. QABGX (286M). CLBFX pays higher dividends than QABGX: CLBFX (1.97) vs QABGX (1.23). CLBFX was incepted earlier than QABGX: CLBFX (23 years) vs QABGX (20 years). QABGX (1.37) is less costly to investors than CLBFX (0.67). QABGX is a more actively managed with annual turnover of: 68.00 vs. CLBFX (44.00). CLBFX has a lower initial minimum investment than QABGX: CLBFX (250) vs QABGX (1500). CLBFX annual gain was more profitable for investors over the last year : 8.11 vs. QABGX (4.24). CLBFX return over 5 years is better than : 40.98 vs. QABGX (21.80).
CLBFXQABGXCLBFX / QABGX
Total Expense Ratio0.671.3450%
Annual Report Gross Expense Ratio0.671.3749%
Fund Existence23 years20 years-
Gain YTD9.8479.284106%
Front LoadN/A5%-
Min. Initial Investment250150017%
Min. Initial Investment IRAN/AN/A-
Net Assets256B286M89,510%
Annual Yield % from dividends1.971.23160%
Returns for 1 year8.114.24191%
Returns for 3 years31.1519.45160%
Returns for 5 years40.9821.80188%
Returns for 10 years82.3251.53160%
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