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CLBFX vs FASMX
CLBFX vs FASMX Comparison
Open Charts CLBFX vs FASMX
American Funds American Balanced 529F
Price$36.48
Change-$0.07 (-0.19%)
VolumeN/A
Net Assets251.12B
Fidelity Asset Manager 50%
Price$21.77
Change-$0.02 (-0.09%)
VolumeN/A
Net Assets9.63B
CLBFX vs FASMX Comparison Chart in %
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CLBFX vs. FASMX commentary
Jul 03, 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: 251B vs. FASMX (9.63B). FASMX pays higher dividends than CLBFX: FASMX (2.25) vs CLBFX (1.99). CLBFX was incepted earlier than FASMX: CLBFX (23 years) vs FASMX (37 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). FASMX annual gain was more profitable for investors over the last year : 9.08 vs. CLBFX (8.53). CLBFX return over 5 years is better than : 43.71 vs. FASMX (28.07).
| 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 | 37 years | - |
| Gain YTD | 7.580 | 7.002 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 251B | 9.63B | 2,607% |
| Annual Yield % from dividends | 1.99 | 2.25 | 88% |
| Returns for 1 year | 8.53 | 9.08 | 94% |
| Returns for 3 years | 36.06 | 23.85 | 151% |
| Returns for 5 years | 43.71 | 28.07 | 156% |
| Returns for 10 years | 79.86 | 45.38 | 176% |