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CLBFX vs QKBGX
CLBFX vs QKBGX Comparison
Open Charts CLBFX vs QKBGX
American Funds American Balanced 529F
Price$36.75
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
Federated Hermes MDT Balanced R6
Price$22.87
Change+$0.10 (+0.44%)
VolumeN/A
Net Assets279.8M
CLBFX vs QKBGX Comparison Chart in %
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CLBFX vs. QKBGX commentary
Jul 07, 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 QKBGX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 252B vs. QKBGX (280M). CLBFX pays higher dividends than QKBGX: CLBFX (1.99) vs QKBGX (1.49). CLBFX was incepted earlier than QKBGX: CLBFX (23 years) vs QKBGX (19 years). QKBGX (1.06) is less costly to investors than CLBFX (0.67). QKBGX is a more actively managed with annual turnover of: 68.00 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 : 8.02 vs. QKBGX (4.72). CLBFX return over 5 years is better than : 44.49 vs. QKBGX (28.03).
| CLBFX | QKBGX | CLBFX / QKBGX | |
| Total Expense Ratio | 0.67 | 1.06 | 63% |
| Annual Report Gross Expense Ratio | 0.67 | 1.06 | 63% |
| Fund Existence | 23 years | 19 years | - |
| Gain YTD | 8.169 | 7.776 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 280M | 90,000% |
| Annual Yield % from dividends | 1.99 | 1.49 | 133% |
| Returns for 1 year | 8.02 | 4.72 | 170% |
| Returns for 3 years | 36.80 | 27.59 | 133% |
| Returns for 5 years | 44.49 | 28.03 | 159% |
| Returns for 10 years | 81.14 | 52.66 | 154% |
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