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CLBFX vs QKBGX
CLBFX vs QKBGX Comparison
Open Charts CLBFX vs QKBGX
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.
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).
| 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 | 9.111 | 9.189 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 283M | 89,753% |
| Annual Yield % from dividends | 1.99 | 1.49 | 133% |
| Returns for 1 year | 10.40 | 7.05 | 147% |
| Returns for 3 years | 36.42 | 27.09 | 134% |
| Returns for 5 years | 42.59 | 26.83 | 159% |
| Returns for 10 years | 81.10 | 54.29 | 149% |