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CLBFX vs QCBGX
CLBFX vs QCBGX Comparison
Open Charts CLBFX vs QCBGX
American Funds American Balanced 529F
Price$37.88
Change+$0.20 (+0.53%)
VolumeN/A
Net Assets259.11B
Federated Hermes MDT Balanced C
Price$22.76
Change+$0.05 (+0.22%)
VolumeN/A
Net Assets289.97M
CLBFX vs QCBGX Comparison Chart in %
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CLBFX vs. QCBGX commentary
Sep 08, 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: 259B vs. QCBGX (290M). 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 : 10.11 vs. QCBGX (3.91). CLBFX return over 5 years is better than : 42.70 vs. QCBGX (17.81).
| 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 | 11.495 | 9.899 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1500 | 17% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 259B | 290M | 89,310% |
| Annual Yield % from dividends | 1.94 | 0.61 | 316% |
| Returns for 1 year | 10.11 | 3.91 | 259% |
| Returns for 3 years | 41.65 | 25.43 | 164% |
| Returns for 5 years | 42.70 | 17.81 | 240% |
| Returns for 10 years | 92.18 | 48.61 | 190% |
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