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CLBFX vs FFAMX
CLBFX vs FFAMX Comparison
Open Charts CLBFX vs FFAMX
American Funds American Balanced 529F
Price$38.80
Change-$0.09 (-0.23%)
VolumeN/A
Net Assets266.1B
Fidelity Advisor Asset Manager 50% A
Price$22.56
Change-$0.07 (-0.31%)
VolumeN/A
Net Assets9.97B
CLBFX vs FFAMX Comparison Chart in %
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CLBFX vs. FFAMX commentary
Oct 08, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 266B vs. FFAMX (9.97B). FFAMX (1.95) and CLBFX (1.89) 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 (10.12) and FFAMX (9.96) have marching annual gain over last year. CLBFX return over 5 years is better than : 45.45 vs. FFAMX (26.30).
| 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 | 14.560 | 12.795 | 114% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 9.97B | 2,668% |
| Annual Yield % from dividends | 1.89 | 1.95 | 97% |
| Returns for 1 year | 10.12 | 9.96 | 102% |
| Returns for 3 years | 52.59 | 35.34 | 149% |
| Returns for 5 years | 45.45 | 26.30 | 173% |
| Returns for 10 years | 92.94 | 53.05 | 175% |
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