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CLBFX vs QABGX
CLBFX vs QABGX Comparison
Open Charts CLBFX vs QABGX
American Funds American Balanced 529F
Price$36.75
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
Federated Hermes MDT Balanced A
Price$22.84
Change+$0.10 (+0.44%)
VolumeN/A
Net Assets279.8M
CLBFX vs QABGX Comparison Chart in %
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CLBFX vs. QABGX commentary
Jul 07, 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: 252B vs. QABGX (280M). CLBFX pays higher dividends than QABGX: CLBFX (1.99) vs QABGX (1.25). 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 : 8.02 vs. QABGX (4.38). CLBFX return over 5 years is better than : 44.49 vs. QABGX (26.12).
| 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 | 8.169 | 7.634 | 107% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 1500 | 17% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 280M | 90,000% |
| Annual Yield % from dividends | 1.99 | 1.25 | 160% |
| Returns for 1 year | 8.02 | 4.38 | 183% |
| Returns for 3 years | 36.80 | 26.40 | 139% |
| Returns for 5 years | 44.49 | 26.12 | 170% |
| Returns for 10 years | 81.14 | 50.05 | 162% |
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