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CLBCX vs FFAMX
CLBCX vs FFAMX Comparison
Open Charts CLBCX vs FFAMX
American Funds American Balanced 529C
Price$34.33
Change+$0.05 (+0.15%)
VolumeN/A
Net Assets234.05B
Fidelity Advisor Asset Manager 50% A
Price$20.49
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets9.21B
CLBCX vs FFAMX Comparison Chart
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CLBCX vs. FFAMX commentary
May 09, 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 CLBCX is a Buy and FFAMX is a Buy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 234B vs. FFAMX (9.21B). FFAMX pays higher dividends than CLBCX: FFAMX (2.13) vs CLBCX (1.23). CLBCX was incepted earlier than FFAMX: CLBCX (23 years) vs FFAMX (19 years). CLBCX (1.35) is less costly to investors than FFAMX (0.83). CLBCX is a more actively managed with annual turnover of: 44.00 vs. FFAMX (12.00). FFAMX has a lower initial minimum investment than CLBCX: FFAMX (0) vs CLBCX (250). FFAMX annual gain was more profitable for investors over the last year : 4.44 vs. CLBCX (3.94). CLBCX return over 5 years is better than : 33.37 vs. FFAMX (26.62).
| CLBCX | FFAMX | CLBCX / FFAMX | |
| Total Expense Ratio | 1.35 | 0.83 | 163% |
| Annual Report Gross Expense Ratio | 1.35 | 0.83 | 163% |
| Fund Existence | 23 years | 19 years | - |
| Gain YTD | 0.152 | 1.044 | 15% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 234B | 9.21B | 2,542% |
| Annual Yield % from dividends | 1.23 | 2.13 | 58% |
| Returns for 1 year | 3.94 | 4.44 | 89% |
| Returns for 3 years | 20.36 | 14.08 | 145% |
| Returns for 5 years | 33.37 | 26.62 | 125% |
| Returns for 10 years | 50.85 | 31.74 | 160% |
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