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CLBCX vs FFCMX
CLBCX vs FFCMX Comparison
Open Charts CLBCX vs FFCMX
American Funds American Balanced 529C
Price$32.94
Change-$0.08 (-0.24%)
VolumeN/A
Net Assets225.48B
Fidelity Advisor Asset Manager 50% C
Price$19.55
Change+$0.02 (+0.10%)
VolumeN/A
Net Assets9.28B
CLBCX vs FFCMX Comparison Chart
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CLBCX vs. FFCMX commentary
Apr 18, 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 Hold.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 225B vs. FFCMX (9.28B). FFCMX pays higher dividends than CLBCX: FFCMX (1.37) vs CLBCX (1.22). CLBCX was incepted earlier than FFCMX: CLBCX (23 years) vs FFCMX (19 years). FFCMX (1.58) is less costly to investors than CLBCX (1.37). CLBCX is a more actively managed with annual turnover of: 171.00 vs. FFCMX (20.00). 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 : 2.24 vs. CLBCX (1.83). CLBCX return over 5 years is better than : 28.49 vs. FFCMX (19.76).
| CLBCX | FFCMX | CLBCX / FFCMX | |
| Total Expense Ratio | 1.37 | 1.58 | 87% |
| Annual Report Gross Expense Ratio | 1.37 | 1.58 | 87% |
| Fund Existence | 23 years | 19 years | - |
| Gain YTD | -3.903 | -2.911 | 134% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 225B | 9.28B | 2,424% |
| Annual Yield % from dividends | 1.22 | 1.37 | 89% |
| Returns for 1 year | 1.83 | 2.24 | 82% |
| Returns for 3 years | 8.62 | 0.61 | 1,421% |
| Returns for 5 years | 28.49 | 19.76 | 144% |
| Returns for 10 years | 44.63 | 18.41 | 242% |
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