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CLBFX vs FASMX
CLBFX vs FASMX Comparison
Open Charts CLBFX vs FASMX
American Funds American Balanced 529F
Price$35.41
Change+$0.14 (+0.40%)
VolumeN/A
Net Assets241.95B
Fidelity Asset Manager 50%
Price$21.12
Change+$0.06 (+0.28%)
VolumeN/A
Net Assets9.42B
CLBFX vs FASMX Comparison Chart
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CLBFX vs. FASMX commentary
Jun 04, 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 CLBFX is a Buy and FASMX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 242B vs. FASMX (9.42B). FASMX pays higher dividends than CLBFX: FASMX (2.33) vs CLBFX (2.07). CLBFX was incepted earlier than FASMX: CLBFX (23 years) vs FASMX (36 years). CLBFX (0.67) is less costly to investors than FASMX (0.55). CLBFX is a more actively managed with annual turnover of: 44.00 vs. FASMX (12.00). 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 : 7.60 vs. FASMX (6.57). CLBFX return over 5 years is better than : 38.28 vs. FASMX (25.24).
| CLBFX | FASMX | CLBFX / FASMX | |
| Total Expense Ratio | 0.67 | 0.55 | 122% |
| Annual Report Gross Expense Ratio | 0.67 | 0.55 | 122% |
| Fund Existence | 23 years | 36 years | - |
| Gain YTD | 3.868 | 3.417 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 242B | 9.42B | 2,570% |
| Annual Yield % from dividends | 2.07 | 2.33 | 89% |
| Returns for 1 year | 7.60 | 6.57 | 116% |
| Returns for 3 years | 23.86 | 14.48 | 165% |
| Returns for 5 years | 38.28 | 25.24 | 152% |
| Returns for 10 years | 73.22 | 39.38 | 186% |
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