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CLBFX vs FASMX
CLBFX vs FASMX Comparison
Open Charts CLBFX vs FASMX
American Funds American Balanced 529F
Price$38.80
Change-$0.09 (-0.23%)
VolumeN/A
Net Assets266.1B
Fidelity Asset Manager 50%
Price$22.68
Change-$0.07 (-0.31%)
VolumeN/A
Net Assets9.97B
CLBFX vs FASMX Comparison Chart in %
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CLBFX vs. FASMX commentary
Oct 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 Hold and FASMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 266B vs. FASMX (9.97B). FASMX pays higher dividends than CLBFX: FASMX (2.20) vs CLBFX (1.89). 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 (10.32) and CLBFX (10.12) have marching annual gain over last year. CLBFX return over 5 years is better than : 45.45 vs. FASMX (28.24).
| 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 | 14.560 | 13.061 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 9.97B | 2,668% |
| Annual Yield % from dividends | 1.89 | 2.20 | 86% |
| Returns for 1 year | 10.12 | 10.32 | 98% |
| Returns for 3 years | 52.59 | 36.64 | 144% |
| Returns for 5 years | 45.45 | 28.24 | 161% |
| Returns for 10 years | 92.94 | 57.78 | 161% |
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