Interact to see
Advertisement
Advertisement
CLBFX vs QCBGX
CLBFX vs QCBGX Comparison
Open Charts CLBFX vs QCBGX
American Funds American Balanced 529F
Price$38.37
Change+$0.11 (+0.29%)
VolumeN/A
Net Assets262.04B
Federated Hermes MDT Balanced C
Price$22.91
Change+$0.10 (+0.44%)
VolumeN/A
Net Assets294.33M
CLBFX vs QCBGX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CLBFX vs. QCBGX commentary
Sep 28, 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 QCBGX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 262B vs. QCBGX (294M). CLBFX pays higher dividends than QCBGX: CLBFX (1.94) vs QCBGX (0.61). 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 : 7.93 vs. QCBGX (1.69). CLBFX return over 5 years is better than : 47.10 vs. QCBGX (21.57).
| 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 | 12.937 | 10.623 | 122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1500 | 17% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 262B | 294M | 89,116% |
| Annual Yield % from dividends | 1.94 | 0.61 | 316% |
| Returns for 1 year | 7.93 | 1.69 | 470% |
| Returns for 3 years | 52.34 | 33.29 | 157% |
| Returns for 5 years | 47.10 | 21.57 | 218% |
| Returns for 10 years | 98.95 | 54.26 | 182% |