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CLBCX vs FFCMX
CLBCX vs FFCMX Comparison
Open Charts CLBCX vs FFCMX
American Funds American Balanced 529C
Price$37.68
Change+$0.14 (+0.37%)
VolumeN/A
Net Assets255.46B
Fidelity Advisor Asset Manager 50% C
Price$21.88
Change+$0.05 (+0.23%)
VolumeN/A
Net Assets9.62B
CLBCX vs FFCMX Comparison Chart in %
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CLBCX vs. FFCMX commentary
Aug 29, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 255B vs. FFCMX (9.62B). FFCMX pays higher dividends than CLBCX: FFCMX (1.34) vs CLBCX (1.12). CLBCX was incepted earlier than FFCMX: CLBCX (24 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). CLBCX (7.27) and FFCMX (7.09) have marching annual gain over last year. CLBCX return over 5 years is better than : 34.02 vs. FFCMX (17.98).
| CLBCX | FFCMX | CLBCX / FFCMX | |
| Total Expense Ratio | 1.35 | 1.58 | 85% |
| Annual Report Gross Expense Ratio | 1.35 | 1.58 | 85% |
| Fund Existence | 24 years | 19 years | - |
| Gain YTD | 10.055 | 8.969 | 112% |
| Front Load | N/A | N/A | - |
| 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 | 1.34 | 84% |
| Returns for 1 year | 7.27 | 7.09 | 103% |
| Returns for 3 years | 33.57 | 20.02 | 168% |
| Returns for 5 years | 34.02 | 17.98 | 189% |
| Returns for 10 years | 73.57 | 40.43 | 182% |