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CLBCX vs FFCMX
CLBCX vs FFCMX Comparison
Open Charts CLBCX vs FFCMX
American Funds American Balanced 529C
Price$38.95
Change+$0.05 (+0.13%)
VolumeN/A
Net Assets265.73B
Fidelity Advisor Asset Manager 50% C
Price$22.37
Change-$0.03 (-0.13%)
VolumeN/A
Net Assets9.97B
CLBCX vs FFCMX Comparison Chart in %
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CLBCX vs. FFCMX commentary
Oct 06, 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: 266B vs. FFCMX (9.97B). FFCMX pays higher dividends than CLBCX: FFCMX (1.28) vs CLBCX (0.98). 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 (8.95) and FFCMX (8.70) have marching annual gain over last year. CLBCX return over 5 years is better than : 41.36 vs. FFCMX (23.41).
| 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 | 13.764 | 11.994 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 9.97B | 2,668% |
| Annual Yield % from dividends | 0.98 | 1.28 | 76% |
| Returns for 1 year | 8.95 | 8.70 | 103% |
| Returns for 3 years | 44.55 | 28.92 | 154% |
| Returns for 5 years | 41.36 | 23.41 | 177% |
| Returns for 10 years | 77.29 | 44.59 | 173% |
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