Interact to see
Advertisement
Advertisement
CLBFX vs QKBGX
CLBFX vs QKBGX Comparison
Open Charts CLBFX vs QKBGX
American Funds American Balanced 529F
Price$35.51
Change-$0.31 (-0.87%)
VolumeN/A
Net Assets244.39B
Federated Hermes MDT Balanced R6
Price$22.11
Change-$0.22 (-0.99%)
VolumeN/A
Net Assets268.53M
CLBFX vs QKBGX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CLBFX vs. QKBGX commentary
Jun 16, 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: 244B vs. QKBGX (269M). CLBFX pays higher dividends than QKBGX: CLBFX (2.07) vs QKBGX (1.54). 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 : 5.44 vs. QKBGX (1.97). CLBFX return over 5 years is better than : 41.30 vs. QKBGX (27.07).
| 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 | 4.519 | 4.194 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244B | 269M | 90,706% |
| Annual Yield % from dividends | 2.07 | 1.54 | 135% |
| Returns for 1 year | 5.44 | 1.97 | 276% |
| Returns for 3 years | 34.29 | 25.29 | 136% |
| Returns for 5 years | 41.30 | 27.07 | 153% |
| Returns for 10 years | 73.68 | 45.83 | 161% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement