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CLBCX vs FFAMX
CLBCX vs FFAMX Comparison
Open Charts CLBCX vs FFAMX
American Funds American Balanced 529C
Price$35.63
Change-$0.31 (-0.86%)
VolumeN/A
Net Assets244.39B
Fidelity Advisor Asset Manager 50% A
Price$21.13
Change-$0.17 (-0.80%)
VolumeN/A
Net Assets9.42B
CLBCX vs FFAMX Comparison Chart
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CLBCX vs. FFAMX commentary
Jun 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 Buy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 244B vs. FFAMX (9.42B). FFAMX pays higher dividends than CLBCX: FFAMX (2.07) vs CLBCX (1.18). 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 : 5.96 vs. CLBCX (4.49). CLBCX return over 5 years is better than : 34.93 vs. FFAMX (25.52).
| 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 | 4.067 | 4.201 | 97% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244B | 9.42B | 2,591% |
| Annual Yield % from dividends | 1.18 | 2.07 | 57% |
| Returns for 1 year | 4.49 | 5.96 | 75% |
| Returns for 3 years | 30.63 | 21.98 | 139% |
| Returns for 5 years | 34.93 | 25.52 | 137% |
| Returns for 10 years | 57.89 | 36.32 | 159% |
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