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CLBCX vs FFAMX
CLBCX vs FFAMX Comparison
Open Charts CLBCX vs FFAMX
American Funds American Balanced 529C
Price$37.47
Change+$0.10 (+0.27%)
VolumeN/A
Net Assets255.46B
Fidelity Advisor Asset Manager 50% A
Price$22.07
Change+$0.04 (+0.18%)
VolumeN/A
Net Assets9.62B
CLBCX vs FFAMX Comparison Chart in %
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CLBCX vs. FFAMX commentary
Aug 27, 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: 255B vs. FFAMX (9.62B). FFAMX pays higher dividends than CLBCX: FFAMX (2.04) vs CLBCX (1.12). 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 annual gain was more profitable for investors over the last year : 7.36 vs. CLBCX (6.40). CLBCX return over 5 years is better than : 33.73 vs. FFAMX (22.77).
| 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 | 9.442 | 9.282 | 102% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 255B | 9.62B | 2,652% |
| Annual Yield % from dividends | 1.12 | 2.04 | 55% |
| Returns for 1 year | 6.40 | 7.36 | 87% |
| Returns for 3 years | 32.20 | 21.95 | 147% |
| Returns for 5 years | 33.73 | 22.77 | 148% |
| Returns for 10 years | 71.74 | 48.90 | 147% |
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