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CLBFX vs FASMX
CLBFX vs FASMX Comparison
Open Charts CLBFX vs FASMX
American Funds American Balanced 529F
Price$36.35
Change-$0.16 (-0.44%)
VolumeN/A
CapitalizationN/A
Fidelity Asset Manager 50%
Price$21.10
Change-$0.06 (-0.28%)
VolumeN/A
CapitalizationN/A
CLBFX vs FASMX Comparison Chart
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CLBFX vs. FASMX commentary
Nov 15, 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 StrongBuy and FASMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 239B vs. FASMX (9.52B). 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 : 22.81 vs. FASMX (16.35). CLBFX return over 5 years is better than : 40.49 vs. FASMX (24.17).
| 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 | 15.749 | 9.762 | 161% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 239B | 9.52B | 2,511% |
| Annual Yield % from dividends | 2.39 | 2.10 | 114% |
| Returns for 1 year | 22.81 | 16.35 | 139% |
| Returns for 3 years | 13.93 | -0.75 | -1,861% |
| Returns for 5 years | 40.49 | 24.17 | 168% |
| Returns for 10 years | 69.36 | 33.07 | 210% |
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