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CLBCX vs FFAMX
CLBCX vs FFAMX Comparison
Open Charts CLBCX vs FFAMX
American Funds American Balanced 529C
Price$36.86
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
Fidelity Advisor Asset Manager 50% A
Price$21.74
Change+$0.06 (+0.28%)
VolumeN/A
Net Assets9.63B
CLBCX vs FFAMX Comparison Chart in %
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CLBCX vs. FFAMX commentary
Jul 05, 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: 252B vs. FFAMX (9.63B). FFAMX pays higher dividends than CLBCX: FFAMX (2.00) vs CLBCX (1.13). 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 : 8.06 vs. CLBCX (7.04). CLBCX return over 5 years is better than : 37.95 vs. FFAMX (26.58).
| 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 | 7.660 | 7.209 | 106% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 9.63B | 2,618% |
| Annual Yield % from dividends | 1.13 | 2.00 | 57% |
| Returns for 1 year | 7.04 | 8.06 | 87% |
| Returns for 3 years | 33.08 | 23.14 | 143% |
| Returns for 5 years | 37.95 | 26.58 | 143% |
| Returns for 10 years | 64.69 | 42.00 | 154% |
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