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CLBFX vs FFAMX
CLBFX vs FFAMX Comparison
Open Charts CLBFX vs FFAMX
American Funds American Balanced 529F
Price$34.26
Change+$0.05 (+0.15%)
VolumeN/A
Net Assets234.05B
Fidelity Advisor Asset Manager 50% A
Price$20.49
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets9.21B
CLBFX vs FFAMX Comparison Chart
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CLBFX vs. FFAMX commentary
May 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 Buy and FFAMX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 234B vs. FFAMX (9.21B). CLBFX (2.15) and FFAMX (2.13) 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 annual gain was more profitable for investors over the last year : 4.89 vs. FFAMX (4.44). CLBFX return over 5 years is better than : 39.69 vs. FFAMX (26.62).
| 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 | 0.495 | 1.044 | 47% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 234B | 9.21B | 2,542% |
| Annual Yield % from dividends | 2.15 | 2.13 | 101% |
| Returns for 1 year | 4.89 | 4.44 | 110% |
| Returns for 3 years | 23.73 | 14.08 | 168% |
| Returns for 5 years | 39.69 | 26.62 | 149% |
| Returns for 10 years | 65.92 | 31.74 | 208% |
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