Interact to see
Advertisement
Advertisement
CLBFX vs QKBGX
CLBFX vs QKBGX Comparison
Open Charts CLBFX vs QKBGX
American Funds American Balanced 529F
Price$39.61
Change-$0.49 (-1.22%)
VolumeN/A
Net Assets269.37B
Federated Hermes MDT Balanced R6
Price$22.51
Change-$0.17 (-0.75%)
VolumeN/A
Net Assets288.77M
CLBFX vs QKBGX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CLBFX vs. QKBGX commentary
Dec 14, 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 QKBGX is a Hold.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 269B vs. QKBGX (289M). CLBFX pays higher dividends than QKBGX: CLBFX (1.83) vs QKBGX (1.42). CLBFX was incepted earlier than QKBGX: CLBFX (23 years) vs QKBGX (19 years). QKBGX (1.05) is less costly to investors than CLBFX (0.67). QKBGX is a more actively managed with annual turnover of: 82.00 vs. CLBFX (44.00). QKBGX has a lower initial minimum investment than CLBFX: QKBGX (0) vs CLBFX (250). CLBFX annual gain was more profitable for investors over the last year : 10.76 vs. QKBGX (-4.93). CLBFX return over 5 years is better than : 43.74 vs. QKBGX (17.58).
| CLBFX | QKBGX | CLBFX / QKBGX | |
| Total Expense Ratio | 0.67 | 1.05 | 64% |
| Annual Report Gross Expense Ratio | 0.67 | 1.05 | 64% |
| Fund Existence | 23 years | 19 years | - |
| Gain YTD | 18.399 | 6.880 | 267% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 289M | 93,080% |
| Annual Yield % from dividends | 1.83 | 1.42 | 129% |
| Returns for 1 year | 10.76 | -4.93 | -218% |
| Returns for 3 years | 45.23 | 28.31 | 160% |
| Returns for 5 years | 43.74 | 17.58 | 249% |
| Returns for 10 years | 97.46 | 58.75 | 166% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement