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CLBFX vs QKBGX
CLBFX vs QKBGX Comparison
Open Charts CLBFX vs QKBGX
American Funds American Balanced 529F
Price$38.03
Change+$0.15 (+0.40%)
VolumeN/A
Net Assets259.11B
Federated Hermes MDT Balanced R6
Price$23.59
Change+$0.10 (+0.43%)
VolumeN/A
Net Assets291.13M
CLBFX vs QKBGX Comparison Chart in %
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CLBFX vs. QKBGX commentary
Sep 09, 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: 259B vs. QKBGX (291M). CLBFX pays higher dividends than QKBGX: CLBFX (1.94) vs QKBGX (1.45). 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 : 10.11 vs. QKBGX (5.33). CLBFX return over 5 years is better than : 42.70 vs. QKBGX (25.09).
| 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 | 11.495 | 10.697 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 259B | 291M | 89,003% |
| Annual Yield % from dividends | 1.94 | 1.45 | 134% |
| Returns for 1 year | 10.11 | 5.33 | 190% |
| Returns for 3 years | 41.65 | 30.07 | 138% |
| Returns for 5 years | 42.70 | 25.09 | 170% |
| Returns for 10 years | 92.18 | 62.06 | 149% |
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