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CLBFX vs QKBGX
CLBFX vs QKBGX Comparison
Open Charts CLBFX vs QKBGX
American Funds American Balanced 529F
Price$37.32
Change-$0.09 (-0.24%)
VolumeN/A
Net Assets256.26B
Federated Hermes MDT Balanced R6
Price$23.23
Change-$0.02 (-0.09%)
VolumeN/A
Net Assets285.66M
CLBFX vs QKBGX Comparison Chart in %
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CLBFX vs. QKBGX commentary
Aug 19, 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: 256B vs. QKBGX (286M). CLBFX pays higher dividends than QKBGX: CLBFX (1.97) vs QKBGX (1.48). 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 : 8.11 vs. QKBGX (4.58). CLBFX return over 5 years is better than : 40.98 vs. QKBGX (23.64).
| 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 | 9.847 | 9.472 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 286M | 89,510% |
| Annual Yield % from dividends | 1.97 | 1.48 | 134% |
| Returns for 1 year | 8.11 | 4.58 | 177% |
| Returns for 3 years | 31.15 | 20.52 | 152% |
| Returns for 5 years | 40.98 | 23.64 | 173% |
| Returns for 10 years | 82.32 | 54.32 | 152% |
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