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CLBFX vs QCBGX
CLBFX vs QCBGX Comparison
Open Charts CLBFX vs QCBGX
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.
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).
| 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 | 4.519 | 3.670 | 123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1500 | 17% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244B | 269M | 90,706% |
| Annual Yield % from dividends | 2.07 | 0.65 | 320% |
| Returns for 1 year | 5.44 | 0.62 | 881% |
| Returns for 3 years | 34.29 | 20.75 | 165% |
| Returns for 5 years | 41.30 | 19.69 | 210% |
| Returns for 10 years | 73.68 | 33.78 | 218% |
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