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CLBFX vs QCBGX
CLBFX vs QCBGX Comparison
Open Charts CLBFX vs QCBGX
American Funds American Balanced 529F
Price$37.32
Change-$0.09 (-0.24%)
VolumeN/A
Net Assets256.26B
Federated Hermes MDT Balanced C
Price$22.52
Change-$0.02 (-0.09%)
VolumeN/A
Net Assets285.66M
CLBFX vs QCBGX Comparison Chart in %
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CLBFX vs. QCBGX commentary
Aug 18, 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: 256B vs. QCBGX (286M). CLBFX pays higher dividends than QCBGX: CLBFX (1.97) vs QCBGX (0.62). 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 : 8.11 vs. QCBGX (3.19). CLBFX return over 5 years is better than : 40.98 vs. QCBGX (16.45).
| 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 | 9.847 | 8.740 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1500 | 17% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 286M | 89,510% |
| Annual Yield % from dividends | 1.97 | 0.62 | 317% |
| Returns for 1 year | 8.11 | 3.19 | 255% |
| Returns for 3 years | 31.15 | 16.22 | 192% |
| Returns for 5 years | 40.98 | 16.45 | 249% |
| Returns for 10 years | 82.32 | 41.51 | 198% |
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