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CLBCX vs FFCMX
CLBCX vs FFCMX Comparison
Open Charts CLBCX vs FFCMX
American Funds American Balanced 529C
Price$35.35
Change+$0.05 (+0.14%)
VolumeN/A
Net Assets242.48B
Fidelity Advisor Asset Manager 50% C
Price$20.56
Change+$0.04 (+0.19%)
VolumeN/A
Net Assets9.52B
CLBCX vs FFCMX Comparison Chart
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CLBCX vs. FFCMX commentary
Jan 23, 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: 242B vs. FFCMX (9.52B). CLBCX pays higher dividends than FFCMX: CLBCX (1.52) vs FFCMX (1.15). CLBCX was incepted earlier than FFCMX: CLBCX (23 years) vs FFCMX (18 years). 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). CLBCX annual gain was more profitable for investors over the last year : 11.49 vs. FFCMX (8.40). CLBCX return over 5 years is better than : 27.86 vs. FFCMX (14.94).
| CLBCX | FFCMX | CLBCX / FFCMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 18 years | - |
| Gain YTD | 2.855 | 1.887 | 151% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 242B | 9.52B | 2,542% |
| Annual Yield % from dividends | 1.52 | 1.15 | 132% |
| Returns for 1 year | 11.49 | 8.40 | 137% |
| Returns for 3 years | 14.61 | 1.66 | 882% |
| Returns for 5 years | 27.86 | 14.94 | 186% |
| Returns for 10 years | 56.72 | 27.83 | 204% |