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CLBAX vs FFAMX
CLBAX vs FFAMX Comparison
Open Charts CLBAX vs FFAMX
American Funds American Balanced 529A
Price$38.07
Change+$0.15 (+0.40%)
VolumeN/A
Net Assets259.11B
Fidelity Advisor Asset Manager 50% A
Price$22.20
Change+$0.06 (+0.27%)
VolumeN/A
Net Assets9.76B
CLBAX vs FFAMX Comparison Chart in %
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CLBAX vs. FFAMX commentary
Sep 09, 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 CLBAX is a Buy and FFAMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 259B vs. FFAMX (9.76B). FFAMX pays higher dividends than CLBAX: FFAMX (2.00) vs CLBAX (1.80). CLBAX was incepted earlier than FFAMX: CLBAX (24 years) vs FFAMX (19 years). FFAMX (0.83) is less costly to investors than CLBAX (0.58). CLBAX is a more actively managed with annual turnover of: 44.00 vs. FFAMX (12.00). FFAMX initial investment is less costly to investors than CLBAX (4%) vs CLBAX (4%). FFAMX has a lower initial minimum investment than CLBAX: FFAMX (0) vs CLBAX (250). CLBAX annual gain was more profitable for investors over the last year : 9.95 vs. FFAMX (9.08). CLBAX return over 5 years is better than : 41.54 vs. FFAMX (24.48).
| CLBAX | FFAMX | CLBAX / FFAMX | |
| Total Expense Ratio | 0.58 | 0.83 | 70% |
| Annual Report Gross Expense Ratio | 0.58 | 0.83 | 70% |
| Fund Existence | 24 years | 19 years | - |
| Gain YTD | 11.362 | 10.125 | 112% |
| Front Load | 4% | 6% | 61% |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 259B | 9.76B | 2,653% |
| Annual Yield % from dividends | 1.80 | 2.00 | 90% |
| Returns for 1 year | 9.95 | 9.08 | 110% |
| Returns for 3 years | 40.92 | 26.43 | 155% |
| Returns for 5 years | 41.54 | 24.48 | 170% |
| Returns for 10 years | 88.47 | 50.95 | 174% |
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| 1 Day | |||
|---|---|---|---|
| FOREX / NAME | Price $ | Chg $ | Chg % |
| USDJPY | 147.39 | -0.01 | N/A |
| United States Dollar - Japan Yen | |||
| GBPCHF | 1.08 | N/A | N/A |
| United Kingdom Pound - Switzerland Franc | |||
| AUDNZD | 1.11 | -0.00 | -0.01% |
| Australian Dollar - New Zealand Dollar | |||
| CHFUSD | 1.25 | -0.00 | -0.14% |
| Switzerland Franc - United States Dollar | |||
| JPYGBP | 0.00 | -0.00 | -0.52% |
| Japan Yen - United Kingdom Pound | |||