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CLBFX vs QABGX
CLBFX vs QABGX Comparison
Open Charts CLBFX vs QABGX
American Funds American Balanced 529F
Price$35.51
Change-$0.31 (-0.87%)
VolumeN/A
Net Assets244.39B
Federated Hermes MDT Balanced A
Price$22.09
Change-$0.22 (-0.99%)
VolumeN/A
Net Assets268.53M
CLBFX vs QABGX Comparison Chart
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CLBFX vs. QABGX 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 QABGX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 244B vs. QABGX (269M). CLBFX pays higher dividends than QABGX: CLBFX (2.07) vs QABGX (1.28). 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 : 5.44 vs. QABGX (1.69). CLBFX return over 5 years is better than : 41.30 vs. QABGX (25.23).
| 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 | 4.519 | 4.100 | 110% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 1500 | 17% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244B | 269M | 90,706% |
| Annual Yield % from dividends | 2.07 | 1.28 | 161% |
| Returns for 1 year | 5.44 | 1.69 | 322% |
| Returns for 3 years | 34.29 | 24.18 | 142% |
| Returns for 5 years | 41.30 | 25.23 | 164% |
| Returns for 10 years | 73.68 | 43.40 | 170% |
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