CLBFX
Price
$35.51
Change
-$0.31 (-0.87%)
Updated
Jun 13 closing price
Net Assets
244.39B
QCBGX
Price
$21.47
Change
-$0.22 (-1.01%)
Updated
Jun 13 closing price
Net Assets
268.53M
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CLBFX vs QCBGX

Header iconCLBFX vs QCBGX Comparison
Open Charts CLBFX vs QCBGXBanner chart's image
American Funds American Balanced 529F
Price$35.51
Change-$0.31 (-0.87%)
VolumeN/A
Net Assets244.39B
Federated Hermes MDT Balanced C
Price$21.47
Change-$0.22 (-1.01%)
VolumeN/A
Net Assets268.53M
CLBFX vs QCBGX Comparison Chart
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CLBFX vs. QCBGX commentary
Jun 15, 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.

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FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 244B vs. QCBGX (269M). CLBFX pays higher dividends than QCBGX: CLBFX (2.07) vs QCBGX (0.65). 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 : 5.44 vs. QCBGX (0.62). CLBFX return over 5 years is better than : 41.30 vs. QCBGX (19.69).
CLBFXQCBGXCLBFX / QCBGX
Total Expense Ratio0.672.1232%
Annual Report Gross Expense Ratio0.672.1232%
Fund Existence23 years20 years-
Gain YTD4.5193.670123%
Front LoadN/AN/A-
Min. Initial Investment250150017%
Min. Initial Investment IRAN/AN/A-
Net Assets244B269M90,706%
Annual Yield % from dividends2.070.65320%
Returns for 1 year5.440.62881%
Returns for 3 years34.2920.75165%
Returns for 5 years41.3019.69210%
Returns for 10 years73.6833.78218%
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