CLBFX
Price
$37.07
Change
+$0.07 (+0.19%)
Updated
Jul 25 closing price
Net Assets
254.37B
QKBGX
Price
$23.17
Change
+$0.08 (+0.35%)
Updated
Jul 25 closing price
Net Assets
283.15M
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CLBFX vs QKBGX

Header iconCLBFX vs QKBGX Comparison
Open Charts CLBFX vs QKBGXBanner chart's image
American Funds American Balanced 529F
Price$37.07
Change+$0.07 (+0.19%)
VolumeN/A
Net Assets254.37B
Federated Hermes MDT Balanced R6
Price$23.17
Change+$0.08 (+0.35%)
VolumeN/A
Net Assets283.15M
CLBFX vs QKBGX Comparison Chart in %
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CLBFX vs. QKBGX commentary
Jul 27, 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.

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FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 254B vs. QKBGX (283M). 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 : 10.40 vs. QKBGX (7.05). CLBFX return over 5 years is better than : 42.59 vs. QKBGX (26.83).
CLBFXQKBGXCLBFX / QKBGX
Total Expense Ratio0.671.0663%
Annual Report Gross Expense Ratio0.671.0663%
Fund Existence23 years19 years-
Gain YTD9.1119.18999%
Front LoadN/AN/A-
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets254B283M89,753%
Annual Yield % from dividends1.991.49133%
Returns for 1 year10.407.05147%
Returns for 3 years36.4227.09134%
Returns for 5 years42.5926.83159%
Returns for 10 years81.1054.29149%
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