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CLBFX vs FFAMX
CLBFX vs FFAMX Comparison
Open Charts CLBFX vs FFAMX
American Funds American Balanced 529F
Price$38.50
Change+$0.02 (+0.05%)
VolumeN/A
Net Assets263.06B
Fidelity Advisor Asset Manager 50% A
Price$22.52
Change+$0.08 (+0.36%)
VolumeN/A
Net Assets9.76B
CLBFX vs FFAMX Comparison Chart in %
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CLBFX vs. FFAMX commentary
Sep 16, 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: 263B vs. FFAMX (9.76B). FFAMX (2.00) and CLBFX (1.94) 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 : 9.91 vs. FFAMX (9.15). CLBFX return over 5 years is better than : 45.01 vs. FFAMX (25.50).
| 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 | 13.320 | 11.316 | 118% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 9.76B | 2,694% |
| Annual Yield % from dividends | 1.94 | 2.00 | 97% |
| Returns for 1 year | 9.91 | 9.15 | 108% |
| Returns for 3 years | 44.65 | 28.41 | 157% |
| Returns for 5 years | 45.01 | 25.50 | 177% |
| Returns for 10 years | 95.76 | 52.58 | 182% |
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