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CLBCX vs FFAMX
CLBCX vs FFAMX Comparison
Open Charts CLBCX vs FFAMX
American Funds American Balanced 529C
Price$32.94
Change-$0.08 (-0.24%)
VolumeN/A
Net Assets225.48B
Fidelity Advisor Asset Manager 50% A
Price$19.76
Change+$0.02 (+0.10%)
VolumeN/A
Net Assets9.28B
CLBCX vs FFAMX Comparison Chart
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CLBCX vs. FFAMX commentary
Apr 18, 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 Hold.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 225B vs. FFAMX (9.28B). FFAMX pays higher dividends than CLBCX: FFAMX (2.11) vs CLBCX (1.22). CLBCX was incepted earlier than FFAMX: CLBCX (23 years) vs FFAMX (19 years). CLBCX (1.37) is less costly to investors than FFAMX (0.83). 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). FFAMX annual gain was more profitable for investors over the last year : 3.04 vs. CLBCX (1.83). CLBCX return over 5 years is better than : 28.49 vs. FFAMX (24.46).
| CLBCX | FFAMX | CLBCX / FFAMX | |
| Total Expense Ratio | 1.37 | 0.83 | 165% |
| Annual Report Gross Expense Ratio | 1.37 | 0.83 | 165% |
| Fund Existence | 23 years | 19 years | - |
| Gain YTD | -3.903 | -2.654 | 147% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 225B | 9.28B | 2,424% |
| Annual Yield % from dividends | 1.22 | 2.11 | 58% |
| Returns for 1 year | 1.83 | 3.04 | 60% |
| Returns for 3 years | 8.62 | 2.96 | 291% |
| Returns for 5 years | 28.49 | 24.46 | 116% |
| Returns for 10 years | 44.63 | 26.27 | 170% |
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