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CLBFX vs FASMX
CLBFX vs FASMX Comparison
Open Charts CLBFX vs FASMX
American Funds American Balanced 529F
Price$38.68
Change+$0.11 (+0.29%)
VolumeN/A
Net Assets262.74B
Fidelity Asset Manager 50%
Price$22.56
Change+$0.01 (+0.04%)
VolumeN/A
Net Assets10.08B
CLBFX vs FASMX Comparison Chart in %
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CLBFX vs. FASMX commentary
Nov 20, 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 Hold and FASMX is a Hold.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 263B vs. FASMX (10.1B). FASMX pays higher dividends than CLBFX: FASMX (2.20) vs CLBFX (1.86). 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 (9.50) and CLBFX (9.14) have marching annual gain over last year. CLBFX return over 5 years is better than : 41.70 vs. FASMX (23.16).
| 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 | 14.206 | 12.067 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 10.1B | 2,604% |
| Annual Yield % from dividends | 1.86 | 2.20 | 84% |
| Returns for 1 year | 9.14 | 9.50 | 96% |
| Returns for 3 years | 42.41 | 29.29 | 145% |
| Returns for 5 years | 41.70 | 23.16 | 180% |
| Returns for 10 years | 86.89 | 54.65 | 159% |
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