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CLBFX vs FASMX
CLBFX vs FASMX Comparison
Open Charts CLBFX vs FASMX
American Funds American Balanced 529F
Price$35.20
Change-$0.36 (-1.01%)
VolumeN/A
Net Assets242.17B
Fidelity Asset Manager 50%
Price$20.96
Change-$0.14 (-0.66%)
VolumeN/A
Net Assets9.66B
CLBFX vs FASMX Comparison Chart
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CLBFX vs. FASMX commentary
Feb 23, 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 Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 242B vs. FASMX (9.66B). 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 : 9.36 vs. FASMX (7.75). CLBFX return over 5 years is better than : 32.87 vs. FASMX (21.19).
| 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 | 2.894 | 2.544 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 242B | 9.66B | 2,504% |
| Annual Yield % from dividends | 2.39 | 2.10 | 114% |
| Returns for 1 year | 9.36 | 7.75 | 121% |
| Returns for 3 years | 19.64 | 7.39 | 266% |
| Returns for 5 years | 32.87 | 21.19 | 155% |
| Returns for 10 years | 68.67 | 38.13 | 180% |
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