Interact to see
Advertisement
Advertisement
CLBCX vs FFAMX
CLBCX vs FFAMX Comparison
Open Charts CLBCX vs FFAMX
American Funds American Balanced 529C
Price$38.52
Change-$0.07 (-0.18%)
VolumeN/A
Net Assets262.26B
Fidelity Advisor Asset Manager 50% A
Price$22.44
Change-$0.02 (-0.09%)
VolumeN/A
Net Assets9.76B
CLBCX vs FFAMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CLBCX vs. FFAMX commentary
Sep 15, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 262B vs. FFAMX (9.76B). FFAMX pays higher dividends than CLBCX: FFAMX (2.00) vs CLBCX (1.11). CLBCX was incepted earlier than FFAMX: CLBCX (24 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 (9.52) and CLBCX (9.48) have marching annual gain over last year. CLBCX return over 5 years is better than : 39.67 vs. FFAMX (26.67).
| CLBCX | FFAMX | CLBCX / FFAMX | |
| Total Expense Ratio | 1.35 | 0.83 | 163% |
| Annual Report Gross Expense Ratio | 1.35 | 0.83 | 163% |
| Fund Existence | 24 years | 19 years | - |
| Gain YTD | 12.509 | 11.316 | 111% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 262B | 9.76B | 2,684% |
| Annual Yield % from dividends | 1.11 | 2.00 | 55% |
| Returns for 1 year | 9.48 | 9.52 | 100% |
| Returns for 3 years | 39.75 | 27.05 | 147% |
| Returns for 5 years | 39.67 | 26.67 | 149% |
| Returns for 10 years | 77.37 | 52.67 | 147% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| UBR | 23.00 | 0.03 | +0.12% |
| ProShares Ultra MSCI Brazil Capped | |||
| BSMR | 23.72 | N/A | N/A |
| Invesco BulletShares 2027 Muncpl Bd ETF | |||
| PCLO | 25.00 | N/A | N/A |
| Virtus SEIX AAA Private Credit CLO ETF | |||
| PWV | 64.74 | -0.25 | -0.38% |
| Invesco Large Cap Value ETF | |||
| LEAD | 75.69 | -0.55 | -0.73% |
| Siren DIVCON Leaders Dividend ETF | |||