CLBFX
Price
$35.51
Change
-$0.31 (-0.87%)
Updated
Jun 13 closing price
Net Assets
244.39B
FFAMX
Price
$21.13
Change
-$0.17 (-0.80%)
Updated
Jun 13 closing price
Net Assets
9.42B
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CLBFX vs FFAMX

Header iconCLBFX vs FFAMX Comparison
Open Charts CLBFX vs FFAMXBanner chart's image
American Funds American Balanced 529F
Price$35.51
Change-$0.31 (-0.87%)
VolumeN/A
Net Assets244.39B
Fidelity Advisor Asset Manager 50% A
Price$21.13
Change-$0.17 (-0.80%)
VolumeN/A
Net Assets9.42B
CLBFX vs FFAMX Comparison Chart
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CLBFX vs. FFAMX commentary
Jun 15, 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 FFAMX is a Buy.

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FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 244B vs. FFAMX (9.42B). FFAMX (2.07) and CLBFX (2.07) have matching dividends . CLBFX was incepted earlier than FFAMX: CLBFX (23 years) vs FFAMX (19 years). FFAMX (0.83) is less costly to investors than CLBFX (0.67). CLBFX is a more actively managed with annual turnover of: 44.00 vs. FFAMX (12.00). FFAMX has a lower initial minimum investment than CLBFX: FFAMX (0) vs CLBFX (250). FFAMX annual gain was more profitable for investors over the last year : 5.96 vs. CLBFX (5.44). CLBFX return over 5 years is better than : 41.30 vs. FFAMX (25.52).
CLBFXFFAMXCLBFX / FFAMX
Total Expense Ratio0.670.8381%
Annual Report Gross Expense Ratio0.670.8381%
Fund Existence23 years19 years-
Gain YTD4.5194.201108%
Front LoadN/A6%-
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets244B9.42B2,591%
Annual Yield % from dividends2.072.07100%
Returns for 1 year5.445.9691%
Returns for 3 years34.2921.98156%
Returns for 5 years41.3025.52162%
Returns for 10 years73.6836.32203%
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