Interact to see
Advertisement
Advertisement
CLBFX vs FFCMX
CLBFX vs FFCMX Comparison
Open Charts CLBFX vs FFCMX
American Funds American Balanced 529F
Price$37.62
Change+$0.14 (+0.37%)
VolumeN/A
Net Assets255.46B
Fidelity Advisor Asset Manager 50% C
Price$21.88
Change+$0.05 (+0.23%)
VolumeN/A
Net Assets9.62B
CLBFX vs FFCMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CLBFX vs. FFCMX commentary
Aug 29, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 255B vs. FFCMX (9.62B). CLBFX pays higher dividends than FFCMX: CLBFX (1.97) vs FFCMX (1.34). 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 : 8.22 vs. FFCMX (7.09). CLBFX return over 5 years is better than : 40.33 vs. FFCMX (17.98).
| 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 | 10.730 | 8.969 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 255B | 9.62B | 2,652% |
| Annual Yield % from dividends | 1.97 | 1.34 | 148% |
| Returns for 1 year | 8.22 | 7.09 | 116% |
| Returns for 3 years | 37.31 | 20.02 | 186% |
| Returns for 5 years | 40.33 | 17.98 | 224% |
| Returns for 10 years | 90.86 | 40.43 | 225% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| PTNQ | 74.54 | 0.45 | +0.60% |
| Pacer Trendpilot™ 100 ETF | |||
| QSIX | 35.96 | 0.21 | +0.59% |
| Pacer Metarus Nasdaq 100 Div Mltpl600ETF | |||
| XDSQ | 39.33 | 0.17 | +0.42% |
| Innovator US Eq Acltd ETF™ Quarterly | |||
| BTOP | 38.22 | 0.02 | +0.05% |
| Bitwise Trendwise BTC/ETH and Treasuries | |||
| OIA | 5.69 | -0.04 | -0.70% |
| INVESCO Municipal Income OPPORTUNITIES TRUST | |||