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CLBFX vs FFAMX
CLBFX vs FFAMX Comparison
Open Charts CLBFX vs FFAMX
American Funds American Balanced 529F
Price$32.85
Change-$0.08 (-0.24%)
VolumeN/A
Net Assets225.48B
Fidelity Advisor Asset Manager 50% A
Price$19.76
Change+$0.02 (+0.10%)
VolumeN/A
Net Assets9.28B
CLBFX vs FFAMX Comparison Chart
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CLBFX vs. FFAMX commentary
Apr 18, 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 Hold.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 225B vs. FFAMX (9.28B). CLBFX (2.14) and FFAMX (2.11) 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 (0.68). 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). FFAMX annual gain was more profitable for investors over the last year : 3.04 vs. CLBFX (2.73). CLBFX return over 5 years is better than : 34.54 vs. FFAMX (24.46).
| CLBFX | FFAMX | CLBFX / FFAMX | |
| Total Expense Ratio | 0.68 | 0.83 | 82% |
| Annual Report Gross Expense Ratio | 0.68 | 0.83 | 82% |
| Fund Existence | 23 years | 19 years | - |
| Gain YTD | -3.641 | -2.654 | 137% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 225B | 9.28B | 2,424% |
| Annual Yield % from dividends | 2.14 | 2.11 | 102% |
| Returns for 1 year | 2.73 | 3.04 | 90% |
| Returns for 3 years | 11.65 | 2.96 | 393% |
| Returns for 5 years | 34.54 | 24.46 | 141% |
| Returns for 10 years | 59.09 | 26.27 | 225% |
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