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CLBFX vs QCBGX
CLBFX vs QCBGX Comparison
Open Charts CLBFX vs QCBGX
American Funds American Balanced 529F
Price$36.75
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
Federated Hermes MDT Balanced C
Price$22.19
Change+$0.09 (+0.41%)
VolumeN/A
Net Assets279.8M
CLBFX vs QCBGX Comparison Chart in %
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CLBFX vs. QCBGX 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 QCBGX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 252B vs. QCBGX (280M). CLBFX pays higher dividends than QCBGX: CLBFX (1.99) vs QCBGX (0.63). CLBFX was incepted earlier than QCBGX: CLBFX (23 years) vs QCBGX (20 years). QCBGX (2.12) is less costly to investors than CLBFX (0.67). QCBGX is a more actively managed with annual turnover of: 68.00 vs. CLBFX (44.00). CLBFX has a lower initial minimum investment than QCBGX: CLBFX (250) vs QCBGX (1500). CLBFX annual gain was more profitable for investors over the last year : 8.02 vs. QCBGX (3.27). CLBFX return over 5 years is better than : 44.49 vs. QCBGX (20.52).
| CLBFX | QCBGX | CLBFX / QCBGX | |
| Total Expense Ratio | 0.67 | 2.12 | 32% |
| Annual Report Gross Expense Ratio | 0.67 | 2.12 | 32% |
| Fund Existence | 23 years | 20 years | - |
| Gain YTD | 8.169 | 7.146 | 114% |
| Front Load | N/A | N/A | - |
| 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 | 0.63 | 317% |
| Returns for 1 year | 8.02 | 3.27 | 245% |
| Returns for 3 years | 36.80 | 22.96 | 160% |
| Returns for 5 years | 44.49 | 20.52 | 217% |
| Returns for 10 years | 81.14 | 40.04 | 203% |
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