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CLBCX vs FFAMX
CLBCX vs FFAMX Comparison
Open Charts CLBCX vs FFAMX
American Funds American Balanced 529C
Price$35.27
Change-$0.35 (-0.98%)
VolumeN/A
Net Assets242.17B
Fidelity Advisor Asset Manager 50% A
Price$20.85
Change-$0.14 (-0.67%)
VolumeN/A
Net Assets9.66B
CLBCX vs FFAMX Comparison Chart
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CLBCX vs. FFAMX commentary
Feb 23, 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 Hold and FFAMX is a Buy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 242B vs. FFAMX (9.66B). FFAMX pays higher dividends than CLBCX: FFAMX (1.84) vs CLBCX (1.52). CLBCX was incepted earlier than FFAMX: CLBCX (23 years) vs FFAMX (18 years). CLBCX is a more actively managed with annual turnover of: 171.00 vs. FFAMX (20.00). FFAMX has a lower initial minimum investment than CLBCX: FFAMX (0) vs CLBCX (250). CLBCX annual gain was more profitable for investors over the last year : 8.39 vs. FFAMX (7.43). CLBCX return over 5 years is better than : 26.92 vs. FFAMX (19.35).
| CLBCX | FFAMX | CLBCX / FFAMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 18 years | - |
| Gain YTD | 2.768 | 2.507 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 242B | 9.66B | 2,504% |
| Annual Yield % from dividends | 1.52 | 1.84 | 83% |
| Returns for 1 year | 8.39 | 7.43 | 113% |
| Returns for 3 years | 16.44 | 6.44 | 255% |
| Returns for 5 years | 26.92 | 19.35 | 139% |
| Returns for 10 years | 53.37 | 34.01 | 157% |
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