Interact to see
Advertisement
Advertisement
CLBFX vs QKBGX
CLBFX vs QKBGX Comparison
Open Charts CLBFX vs QKBGX
American Funds American Balanced 529F
Price$38.87
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.62B
Federated Hermes MDT Balanced R6
Price$23.64
Change+$0.05 (+0.21%)
VolumeN/A
Net Assets299.61M
CLBFX vs QKBGX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CLBFX vs. QKBGX commentary
Oct 20, 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 Hold.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 266B vs. QKBGX (300M). CLBFX pays higher dividends than QKBGX: CLBFX (1.89) vs QKBGX (1.43). CLBFX was incepted earlier than QKBGX: CLBFX (23 years) vs QKBGX (19 years). QKBGX (1.05) 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 : 8.84 vs. QKBGX (2.30). CLBFX return over 5 years is better than : 45.11 vs. QKBGX (24.45).
| CLBFX | QKBGX | CLBFX / QKBGX | |
| Total Expense Ratio | 0.67 | 1.05 | 64% |
| Annual Report Gross Expense Ratio | 0.67 | 1.05 | 64% |
| Fund Existence | 23 years | 19 years | - |
| Gain YTD | 14.767 | 11.404 | 129% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 300M | 88,667% |
| Annual Yield % from dividends | 1.89 | 1.43 | 132% |
| Returns for 1 year | 8.84 | 2.30 | 384% |
| Returns for 3 years | 52.03 | 34.98 | 149% |
| Returns for 5 years | 45.11 | 24.45 | 185% |
| Returns for 10 years | 91.64 | 61.79 | 148% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement