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CLBFX vs FFAMX
CLBFX vs FFAMX Comparison
Open Charts CLBFX vs FFAMX
American Funds American Balanced 529F
Price$35.20
Change-$0.36 (-1.01%)
VolumeN/A
Net Assets242.17B
Fidelity Advisor Asset Manager 50% A
Price$20.85
Change-$0.14 (-0.67%)
VolumeN/A
Net Assets9.66B
CLBFX vs FFAMX Comparison Chart
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CLBFX vs. FFAMX commentary
Feb 23, 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 FFAMX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 242B vs. FFAMX (9.66B). CLBFX pays higher dividends than FFAMX: CLBFX (2.39) vs FFAMX (1.84). CLBFX was incepted earlier than FFAMX: CLBFX (22 years) vs FFAMX (18 years). CLBFX is a more actively managed with annual turnover of: 171.00 vs. FFAMX (20.00). 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 : 9.36 vs. FFAMX (7.43). CLBFX return over 5 years is better than : 32.87 vs. FFAMX (19.35).
| CLBFX | FFAMX | CLBFX / FFAMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 18 years | - |
| Gain YTD | 2.894 | 2.507 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 242B | 9.66B | 2,504% |
| Annual Yield % from dividends | 2.39 | 1.84 | 130% |
| Returns for 1 year | 9.36 | 7.43 | 126% |
| Returns for 3 years | 19.64 | 6.44 | 305% |
| Returns for 5 years | 32.87 | 19.35 | 170% |
| Returns for 10 years | 68.67 | 34.01 | 202% |
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