Interact to see
Advertisement
Advertisement
CLBFX vs QABGX
CLBFX vs QABGX Comparison
Open Charts CLBFX vs QABGX
American Funds American Balanced 529F
Price$37.88
Change+$0.20 (+0.53%)
VolumeN/A
Net Assets259.11B
Federated Hermes MDT Balanced A
Price$23.45
Change+$0.05 (+0.21%)
VolumeN/A
Net Assets289.97M
CLBFX vs QABGX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CLBFX vs. QABGX commentary
Sep 08, 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.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 259B vs. QABGX (290M). 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 : 10.11 vs. QABGX (4.99). CLBFX return over 5 years is better than : 42.70 vs. QABGX (23.23).
| 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 | 11.495 | 10.509 | 109% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 1500 | 17% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 259B | 290M | 89,310% |
| Annual Yield % from dividends | 1.94 | 1.22 | 160% |
| Returns for 1 year | 10.11 | 4.99 | 202% |
| Returns for 3 years | 41.65 | 28.95 | 144% |
| Returns for 5 years | 42.70 | 23.23 | 184% |
| Returns for 10 years | 92.18 | 59.23 | 156% |
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 | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| RSEBX | 72.41 | 0.53 | +0.74% |
| American Funds SMALLCAP World R2E | |||
| LVOYX | 20.35 | 0.05 | +0.25% |
| Lord Abbett Value Opportunities I | |||
| FQTEX | 13.46 | 0.03 | +0.22% |
| Franklin Templeton SMACS: Series E Adv | |||
| COMZX | 30.17 | -0.03 | -0.10% |
| DWS Digital Horizons Inst | |||
| PHEIX | 13.35 | -0.03 | -0.22% |
| T. Rowe Price Hedged Equity I | |||