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CLBFX vs QABGX
CLBFX vs QABGX Comparison
Open Charts CLBFX vs QABGX
American Funds American Balanced 529F
Price$38.37
Change+$0.11 (+0.29%)
VolumeN/A
Net Assets262.75B
Federated Hermes MDT Balanced A
Price$23.62
Change+$0.10 (+0.43%)
VolumeN/A
Net Assets294.33M
CLBFX vs QABGX Comparison Chart in %
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CLBFX vs. QABGX commentary
Sep 29, 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 QABGX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 263B vs. QABGX (294M). CLBFX pays higher dividends than QABGX: CLBFX (1.94) vs QABGX (1.22). 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 : 7.93 vs. QABGX (2.76). CLBFX return over 5 years is better than : 47.10 vs. QABGX (27.20).
| CLBFX | QABGX | CLBFX / QABGX | |
| Total Expense Ratio | 0.67 | 1.34 | 50% |
| Annual Report Gross Expense Ratio | 0.67 | 1.37 | 49% |
| Fund Existence | 23 years | 20 years | - |
| Gain YTD | 12.937 | 11.310 | 114% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 1500 | 17% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 294M | 89,456% |
| Annual Yield % from dividends | 1.94 | 1.22 | 160% |
| Returns for 1 year | 7.93 | 2.76 | 287% |
| Returns for 3 years | 52.34 | 37.03 | 141% |
| Returns for 5 years | 47.10 | 27.20 | 173% |
| Returns for 10 years | 98.95 | 65.31 | 152% |
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