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CLBFX vs FASMX
CLBFX vs FASMX Comparison
Open Charts CLBFX vs FASMX
American Funds American Balanced 529F
Price$34.66
Change+$0.22 (+0.64%)
VolumeN/A
CapitalizationN/A
Fidelity Asset Manager 50%
Price$21.12
Change+$0.08 (+0.38%)
VolumeN/A
CapitalizationN/A
CLBFX vs FASMX Comparison Chart
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CLBFX vs. FASMX commentary
Dec 25, 2024
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 CLBFX is a Buy and FASMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 238B vs. FASMX (9.73B). CLBFX pays higher dividends than FASMX: CLBFX (2.39) vs FASMX (2.10). CLBFX was incepted earlier than FASMX: CLBFX (22 years) vs FASMX (36 years). CLBFX is a more actively managed with annual turnover of: 171.00 vs. FASMX (20.00). FASMX has a lower initial minimum investment than CLBFX: FASMX (0) vs CLBFX (250). CLBFX annual gain was more profitable for investors over the last year : 10.87 vs. FASMX (9.74). CLBFX return over 5 years is better than : 33.43 vs. FASMX (20.56).
| CLBFX | FASMX | CLBFX / FASMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 36 years | - |
| Gain YTD | 10.385 | 9.140 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 238B | 9.73B | 2,447% |
| Annual Yield % from dividends | 2.39 | 2.10 | 114% |
| Returns for 1 year | 10.87 | 9.74 | 112% |
| Returns for 3 years | 11.02 | -0.35 | -3,153% |
| Returns for 5 years | 33.43 | 20.56 | 163% |
| Returns for 10 years | 68.08 | 40.74 | 167% |
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