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CLBFX vs FASMX
CLBFX vs FASMX Comparison
Open Charts CLBFX vs FASMX
American Funds American Balanced 529F
Price$34.26
Change+$0.05 (+0.15%)
VolumeN/A
Net Assets234.05B
Fidelity Asset Manager 50%
Price$20.60
Change+$0.01 (+0.05%)
VolumeN/A
Net Assets9.21B
CLBFX vs FASMX Comparison Chart
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CLBFX vs. FASMX commentary
May 09, 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: 234B vs. FASMX (9.21B). FASMX pays higher dividends than CLBFX: FASMX (2.40) vs CLBFX (2.15). 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 (4.89) and FASMX (4.71) have marching annual gain over last year. CLBFX return over 5 years is better than : 39.69 vs. FASMX (28.54).
| 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 | 0.495 | 1.109 | 45% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 234B | 9.21B | 2,542% |
| Annual Yield % from dividends | 2.15 | 2.40 | 90% |
| Returns for 1 year | 4.89 | 4.71 | 104% |
| Returns for 3 years | 23.73 | 15.07 | 157% |
| Returns for 5 years | 39.69 | 28.54 | 139% |
| Returns for 10 years | 65.92 | 35.73 | 185% |
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