Ad is loading...
CLBFX vs FASMX
CLBFX vs FASMX Comparison
Open Charts CLBFX vs FASMX
American Funds American Balanced 529F
Price$32.64
Change-$0.71 (-2.13%)
VolumeN/A
Net Assets228.54B
Fidelity Asset Manager 50%
Price$19.58
Change-$0.32 (-1.61%)
VolumeN/A
Net Assets9.28B
CLBFX vs FASMX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CLBFX vs. FASMX commentary
Apr 11, 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: 229B vs. FASMX (9.28B). FASMX pays higher dividends than CLBFX: FASMX (2.37) vs CLBFX (2.14). CLBFX was incepted earlier than FASMX: CLBFX (23 years) vs FASMX (36 years). CLBFX (0.68) is less costly to investors than FASMX (0.55). 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 : 2.47 vs. FASMX (1.86). CLBFX return over 5 years is better than : 39.71 vs. FASMX (28.75).
| CLBFX | FASMX | CLBFX / FASMX | |
| Total Expense Ratio | 0.68 | 0.55 | 124% |
| Annual Report Gross Expense Ratio | 0.68 | 0.55 | 124% |
| Fund Existence | 23 years | 36 years | - |
| Gain YTD | -2.174 | -2.279 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 229B | 9.28B | 2,467% |
| Annual Yield % from dividends | 2.14 | 2.37 | 90% |
| Returns for 1 year | 2.47 | 1.86 | 133% |
| Returns for 3 years | 13.09 | 3.97 | 330% |
| Returns for 5 years | 39.71 | 28.75 | 138% |
| Returns for 10 years | 62.36 | 30.58 | 204% |
View a ticker or compare two or three
VS
VS
Ad is loading...