CLBFX
Price
$36.75
Change
+$0.18 (+0.49%)
Updated
Jul 3 closing price
Net Assets
252.39B
QKBGX
Price
$22.87
Change
+$0.10 (+0.44%)
Updated
Jul 3 closing price
Net Assets
279.8M
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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$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.

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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).
CLBFXQKBGXCLBFX / QKBGX
Total Expense Ratio0.671.0663%
Annual Report Gross Expense Ratio0.671.0663%
Fund Existence23 years19 years-
Gain YTD8.1697.776105%
Front LoadN/AN/A-
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets252B280M90,000%
Annual Yield % from dividends1.991.49133%
Returns for 1 year8.024.72170%
Returns for 3 years36.8027.59133%
Returns for 5 years44.4928.03159%
Returns for 10 years81.1452.66154%
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