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CLBFX vs QIBGX
CLBFX vs QIBGX Comparison
Open Charts CLBFX vs QIBGX
American Funds American Balanced 529F
Price$37.00
Change-$0.07 (-0.19%)
VolumeN/A
Net Assets254.37B
Federated Hermes MDT Balanced IS
Price$23.18
Change-$0.06 (-0.26%)
VolumeN/A
Net Assets283.15M
CLBFX vs QIBGX Comparison Chart in %
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CLBFX vs. QIBGX commentary
Jul 29, 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 QIBGX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 254B vs. QIBGX (283M). CLBFX pays higher dividends than QIBGX: CLBFX (1.99) vs QIBGX (1.45). 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 : 9.11 vs. QIBGX (5.89). CLBFX return over 5 years is better than : 41.03 vs. QIBGX (24.73).
| CLBFX | QIBGX | CLBFX / QIBGX | |
| Total Expense Ratio | 0.67 | 1.09 | 61% |
| Annual Report Gross Expense Ratio | 0.67 | 1.12 | 60% |
| Fund Existence | 23 years | 23 years | - |
| Gain YTD | 8.905 | 8.877 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 283M | 89,753% |
| Annual Yield % from dividends | 1.99 | 1.45 | 138% |
| Returns for 1 year | 9.11 | 5.89 | 155% |
| Returns for 3 years | 32.64 | 22.89 | 143% |
| Returns for 5 years | 41.03 | 24.73 | 166% |
| Returns for 10 years | 79.53 | 53.36 | 149% |
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