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CLBAX vs FFAMX
CLBAX vs FFAMX Comparison
Open Charts CLBAX vs FFAMX
American Funds American Balanced 529A
Price$35.56
Change-$0.31 (-0.86%)
VolumeN/A
Net Assets244.39B
Fidelity Advisor Asset Manager 50% A
Price$21.13
Change-$0.17 (-0.80%)
VolumeN/A
Net Assets9.42B
CLBAX vs FFAMX Comparison Chart
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CLBAX vs. FFAMX commentary
Jun 16, 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: 244B vs. FFAMX (9.42B). FFAMX pays higher dividends than CLBAX: FFAMX (2.07) vs CLBAX (1.91). 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 annual gain was more profitable for investors over the last year : 5.96 vs. CLBAX (5.26). CLBAX return over 5 years is better than : 40.12 vs. FFAMX (25.52).
| 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 | 4.431 | 4.201 | 105% |
| Front Load | 4% | 6% | 61% |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244B | 9.42B | 2,591% |
| Annual Yield % from dividends | 1.91 | 2.07 | 92% |
| Returns for 1 year | 5.26 | 5.96 | 88% |
| Returns for 3 years | 33.60 | 21.98 | 153% |
| Returns for 5 years | 40.12 | 25.52 | 157% |
| Returns for 10 years | 70.29 | 36.32 | 194% |
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