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CLBFX vs FFAMX
CLBFX vs FFAMX Comparison
Open Charts CLBFX vs FFAMX
American Funds American Balanced 529F
Price$37.42
Change+$0.11 (+0.29%)
VolumeN/A
Net Assets255.46B
Fidelity Advisor Asset Manager 50% A
Price$22.07
Change+$0.04 (+0.18%)
VolumeN/A
Net Assets9.62B
CLBFX vs FFAMX Comparison Chart in %
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CLBFX vs. FFAMX commentary
Aug 27, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 255B vs. FFAMX (9.62B). FFAMX (2.04) and CLBFX (1.97) 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). CLBFX (7.40) and FFAMX (7.36) have marching annual gain over last year. CLBFX return over 5 years is better than : 40.06 vs. FFAMX (22.77).
| CLBFX | FFAMX | CLBFX / FFAMX | |
| Total Expense Ratio | 0.67 | 0.83 | 81% |
| Annual Report Gross Expense Ratio | 0.67 | 0.83 | 81% |
| Fund Existence | 23 years | 19 years | - |
| Gain YTD | 10.141 | 9.282 | 109% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 255B | 9.62B | 2,652% |
| Annual Yield % from dividends | 1.97 | 2.04 | 97% |
| Returns for 1 year | 7.40 | 7.36 | 100% |
| Returns for 3 years | 35.93 | 21.95 | 164% |
| Returns for 5 years | 40.06 | 22.77 | 176% |
| Returns for 10 years | 88.90 | 48.90 | 182% |
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