CLBAX
Price
$36.80
Change
+$0.18 (+0.49%)
Updated
Jul 3 closing price
Net Assets
252.39B
FFAMX
Price
$21.74
Change
+$0.06 (+0.28%)
Updated
Jul 3 closing price
Net Assets
9.63B
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CLBAX vs FFAMX

Header iconCLBAX vs FFAMX Comparison
Open Charts CLBAX vs FFAMXBanner chart's image
American Funds American Balanced 529A
Price$36.80
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
Fidelity Advisor Asset Manager 50% A
Price$21.74
Change+$0.06 (+0.28%)
VolumeN/A
Net Assets9.63B
CLBAX vs FFAMX Comparison Chart in %
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CLBAX vs. FFAMX commentary
Jul 07, 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.

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FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 252B 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). FFAMX (8.06) and CLBAX (7.84) have marching annual gain over last year. CLBAX return over 5 years is better than : 43.26 vs. FFAMX (26.58).
CLBAXFFAMXCLBAX / FFAMX
Total Expense Ratio0.580.8370%
Annual Report Gross Expense Ratio0.580.8370%
Fund Existence23 years19 years-
Gain YTD8.0737.209112%
Front Load4%6%61%
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets252B9.63B2,618%
Annual Yield % from dividends1.842.0092%
Returns for 1 year7.848.0697%
Returns for 3 years36.1423.14156%
Returns for 5 years43.2626.58163%
Returns for 10 years77.5542.00185%
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