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CLBFX vs FFCMX
CLBFX vs FFCMX Comparison
Open Charts CLBFX vs FFCMX
American Funds American Balanced 529F
Price$34.32
Change+$0.30 (+0.88%)
VolumeN/A
Net Assets232.87B
Fidelity Advisor Asset Manager 50% C
Price$20.32
Change+$0.15 (+0.74%)
VolumeN/A
Net Assets9.21B
CLBFX vs FFCMX Comparison Chart
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CLBFX vs. FFCMX commentary
May 03, 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 FFCMX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 233B vs. FFCMX (9.21B). CLBFX pays higher dividends than FFCMX: CLBFX (2.15) vs FFCMX (1.40). CLBFX was incepted earlier than FFCMX: CLBFX (23 years) vs FFCMX (19 years). FFCMX (1.58) is less costly to investors than CLBFX (0.67). CLBFX is a more actively managed with annual turnover of: 44.00 vs. FFCMX (12.00). FFCMX has a lower initial minimum investment than CLBFX: FFCMX (0) vs CLBFX (250). CLBFX annual gain was more profitable for investors over the last year : 7.06 vs. FFCMX (4.46). CLBFX return over 5 years is better than : 41.99 vs. FFCMX (23.68).
| CLBFX | FFCMX | CLBFX / FFCMX | |
| Total Expense Ratio | 0.67 | 1.58 | 42% |
| Annual Report Gross Expense Ratio | 0.67 | 1.58 | 42% |
| Fund Existence | 23 years | 19 years | - |
| Gain YTD | 0.671 | 0.270 | 248% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 233B | 9.21B | 2,531% |
| Annual Yield % from dividends | 2.15 | 1.40 | 153% |
| Returns for 1 year | 7.06 | 4.46 | 158% |
| Returns for 3 years | 20.76 | 7.03 | 295% |
| Returns for 5 years | 41.99 | 23.68 | 177% |
| Returns for 10 years | 66.88 | 23.56 | 284% |
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