CLBFX
Price
$40.10
Change
+$0.07 (+0.17%)
Updated
Dec 11 closing price
Net Assets
269.37B
QIBGX
Price
$22.75
Change
-$1.60 (-6.57%)
Updated
Dec 11 closing price
Net Assets
288.77M
Interact to see
Advertisement

CLBFX vs QIBGX

Header iconCLBFX vs QIBGX Comparison
Open Charts CLBFX vs QIBGXBanner chart's image
American Funds American Balanced 529F
Price$40.10
Change+$0.07 (+0.17%)
VolumeN/A
Net Assets269.37B
Federated Hermes MDT Balanced IS
Price$22.75
Change-$1.60 (-6.57%)
VolumeN/A
Net Assets288.77M
CLBFX vs QIBGX Comparison Chart in %
View a ticker or compare two or three
VS
CLBFX vs. QIBGX commentary
Dec 13, 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 StrongBuy and QIBGX is a Hold.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 269B vs. QIBGX (289M). CLBFX pays higher dividends than QIBGX: CLBFX (1.83) vs QIBGX (1.37). CLBFX was incepted earlier than QIBGX: CLBFX (23 years) vs QIBGX (23 years). QIBGX (1.12) is less costly to investors than CLBFX (0.67). QIBGX is a more actively managed with annual turnover of: 68.00 vs. CLBFX (44.00). CLBFX has a lower initial minimum investment than QIBGX: CLBFX (250) vs QIBGX (1000000). CLBFX annual gain was more profitable for investors over the last year : 10.76 vs. QIBGX (2.14). CLBFX return over 5 years is better than : 43.74 vs. QIBGX (25.72).
CLBFXQIBGXCLBFX / QIBGX
Total Expense Ratio0.671.0961%
Annual Report Gross Expense Ratio0.671.1260%
Fund Existence23 years23 years-
Gain YTD18.39914.373128%
Front LoadN/AN/A-
Min. Initial Investment25010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets269B289M93,080%
Annual Yield % from dividends1.831.37133%
Returns for 1 year10.762.14502%
Returns for 3 years45.2338.16119%
Returns for 5 years43.7425.72170%
Returns for 10 years97.4670.18139%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
BAFAX44.660.41
+0.93%
Brown Advisory Flexible Equity Adv
JBALX48.310.18
+0.37%
Janus Henderson Balanced I
MRASX11.280.03
+0.27%
Cromwell CenterSquare Real Estate Inst
FIVQX13.96N/A
N/A
Fidelity Advisor International Value I
RGFTX10.50-0.01
-0.10%
Russell Inv Global Infrastructure M