Ad is loading...
CLBCX vs FFCMX
CLBCX vs FFCMX Comparison
Open Charts CLBCX vs FFCMX
American Funds American Balanced 529C
Price$34.84
Change+$0.54 (+1.57%)
VolumeN/A
Net Assets234.12B
Fidelity Advisor Asset Manager 50% C
Price$20.52
Change+$0.22 (+1.08%)
VolumeN/A
Net Assets9.21B
CLBCX vs FFCMX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CLBCX vs. FFCMX commentary
May 13, 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 FFCMX is a Buy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 234B vs. FFCMX (9.21B). FFCMX pays higher dividends than CLBCX: FFCMX (1.40) vs CLBCX (1.23). CLBCX was incepted earlier than FFCMX: CLBCX (23 years) vs FFCMX (19 years). FFCMX (1.58) is less costly to investors than CLBCX (1.35). CLBCX is a more actively managed with annual turnover of: 44.00 vs. FFCMX (12.00). FFCMX has a lower initial minimum investment than CLBCX: FFCMX (0) vs CLBCX (250). FFCMX annual gain was more profitable for investors over the last year : 3.55 vs. CLBCX (3.23). CLBCX return over 5 years is better than : 35.97 vs. FFCMX (24.12).
| CLBCX | FFCMX | CLBCX / FFCMX | |
| Total Expense Ratio | 1.35 | 1.58 | 85% |
| Annual Report Gross Expense Ratio | 1.35 | 1.58 | 85% |
| Fund Existence | 23 years | 19 years | - |
| Gain YTD | 0.065 | 0.917 | 7% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 234B | 9.21B | 2,542% |
| Annual Yield % from dividends | 1.23 | 1.40 | 88% |
| Returns for 1 year | 3.23 | 3.55 | 91% |
| Returns for 3 years | 18.92 | 10.65 | 178% |
| Returns for 5 years | 35.97 | 24.12 | 149% |
| Returns for 10 years | 49.82 | 22.79 | 219% |
View a ticker or compare two or three
VS
VS
Ad is loading...