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CLBCX vs FFAMX
CLBCX vs FFAMX Comparison
Open Charts CLBCX vs FFAMX
American Funds American Balanced 529C
Price$34.78
Change+$0.23 (+0.67%)
VolumeN/A
CapitalizationN/A
Fidelity Advisor Asset Manager 50% A
Price$21.01
Change+$0.09 (+0.43%)
VolumeN/A
CapitalizationN/A
CLBCX vs FFAMX Comparison Chart
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CLBCX vs. FFAMX commentary
Dec 25, 2024
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 StrongBuy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 238B vs. FFAMX (9.73B). 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 (9.84) and FFAMX (9.44) have marching annual gain over last year. CLBCX return over 5 years is better than : 27.39 vs. FFAMX (18.67).
| 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 | 9.397 | 8.804 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 238B | 9.73B | 2,447% |
| Annual Yield % from dividends | 1.52 | 1.84 | 83% |
| Returns for 1 year | 9.84 | 9.44 | 104% |
| Returns for 3 years | 7.98 | -1.32 | -606% |
| Returns for 5 years | 27.39 | 18.67 | 147% |
| Returns for 10 years | 52.72 | 36.59 | 144% |
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