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CLBAX vs FFAMX
CLBAX vs FFAMX Comparison
Open Charts CLBAX vs FFAMX
American Funds American Balanced 529A
Price$37.37
Change-$0.09 (-0.24%)
VolumeN/A
Net Assets256.26B
Fidelity Advisor Asset Manager 50% A
Price$22.01
Change-$0.02 (-0.09%)
VolumeN/A
Net Assets9.62B
CLBAX vs FFAMX Comparison Chart in %
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CLBAX vs. FFAMX commentary
Aug 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 CLBAX is a Buy and FFAMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 256B vs. FFAMX (9.62B). FFAMX pays higher dividends than CLBAX: FFAMX (2.04) vs CLBAX (1.82). 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). FFAMX annual gain was more profitable for investors over the last year : 8.51 vs. CLBAX (7.96). CLBAX return over 5 years is better than : 39.83 vs. FFAMX (24.11).
| 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 | 9.747 | 9.183 | 106% |
| Front Load | 4% | 6% | 61% |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 9.62B | 2,662% |
| Annual Yield % from dividends | 1.82 | 2.04 | 89% |
| Returns for 1 year | 7.96 | 8.51 | 94% |
| Returns for 3 years | 30.56 | 18.04 | 169% |
| Returns for 5 years | 39.83 | 24.11 | 165% |
| Returns for 10 years | 78.78 | 44.87 | 176% |
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