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CLBAX vs FFAMX
CLBAX vs FFAMX Comparison
Open Charts CLBAX vs FFAMX
American Funds American Balanced 529A
Price$37.12
Change+$0.07 (+0.19%)
VolumeN/A
Net Assets254.37B
Fidelity Advisor Asset Manager 50% A
Price$21.80
Change+$0.03 (+0.14%)
VolumeN/A
Net Assets9.63B
CLBAX vs FFAMX Comparison Chart in %
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CLBAX vs. FFAMX commentary
Jul 27, 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: 254B vs. FFAMX (9.63B). FFAMX pays higher dividends than CLBAX: FFAMX (2.00) vs CLBAX (1.84). CLBAX was incepted earlier than FFAMX: CLBAX (23 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 : 10.23 vs. FFAMX (9.70). CLBAX return over 5 years is better than : 41.42 vs. FFAMX (25.39).
| CLBAX | FFAMX | CLBAX / FFAMX | |
| Total Expense Ratio | 0.58 | 0.83 | 70% |
| Annual Report Gross Expense Ratio | 0.58 | 0.83 | 70% |
| Fund Existence | 23 years | 19 years | - |
| Gain YTD | 9.013 | 8.141 | 111% |
| Front Load | 4% | 6% | 61% |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 9.63B | 2,638% |
| Annual Yield % from dividends | 1.84 | 2.00 | 92% |
| Returns for 1 year | 10.23 | 9.70 | 106% |
| Returns for 3 years | 35.76 | 22.45 | 159% |
| Returns for 5 years | 41.42 | 25.39 | 163% |
| Returns for 10 years | 77.58 | 43.07 | 180% |
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