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CLBFX vs QKBGX
CLBFX vs QKBGX Comparison
Open Charts CLBFX vs QKBGX
American Funds American Balanced 529F
Price$38.94
Change-$0.48 (-1.22%)
VolumeN/A
Net Assets268.67B
Federated Hermes MDT Balanced R6
Price$23.73
Change-$0.26 (-1.08%)
VolumeN/A
Net Assets305.35M
CLBFX vs QKBGX Comparison Chart in %
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CLBFX vs. QKBGX commentary
Nov 14, 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: 269B vs. QKBGX (305M). CLBFX pays higher dividends than QKBGX: CLBFX (1.86) 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: 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 : 8.91 vs. QKBGX (1.95). CLBFX return over 5 years is better than : 42.56 vs. QKBGX (23.11).
| 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 | 14.974 | 13.054 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 305M | 88,197% |
| Annual Yield % from dividends | 1.86 | 1.42 | 131% |
| Returns for 1 year | 8.91 | 1.95 | 457% |
| Returns for 3 years | 44.01 | 29.28 | 150% |
| Returns for 5 years | 42.56 | 23.11 | 184% |
| Returns for 10 years | 90.28 | 66.34 | 136% |
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