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CLBFX vs QKBGX
CLBFX vs QKBGX Comparison
Open Charts CLBFX vs QKBGX
American Funds American Balanced 529F
Price$38.36
Change+$0.14 (+0.37%)
VolumeN/A
Net Assets269.72B
Federated Hermes MDT Balanced R6
Price$22.46
Change-$0.02 (-0.09%)
VolumeN/A
Net Assets317.77M
CLBFX vs QKBGX Comparison Chart in %
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CLBFX vs. QKBGX commentary
Jan 16, 2026
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 Hold and QKBGX is a Hold.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 270B vs. QKBGX (318M). CLBFX pays higher dividends than QKBGX: CLBFX (2.08) vs QKBGX (1.42). 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: 82.00 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 : 13.45 vs. QKBGX (6.26). CLBFX return over 5 years is better than : 40.04 vs. QKBGX (14.68).
| 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 | 2.732 | 1.080 | 253% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 318M | 84,906% |
| Annual Yield % from dividends | 2.08 | 1.42 | 147% |
| Returns for 1 year | 13.45 | 6.26 | 215% |
| Returns for 3 years | 38.90 | 26.47 | 147% |
| Returns for 5 years | 40.04 | 14.68 | 273% |
| Returns for 10 years | 106.51 | 67.44 | 158% |
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