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CLBAX vs FFCMX
CLBAX vs FFCMX Comparison
Open Charts CLBAX vs FFCMX
American Funds American Balanced 529A
Price$38.43
Change+$0.11 (+0.29%)
VolumeN/A
Net Assets262.04B
Fidelity Advisor Asset Manager 50% C
Price$22.18
Change+$0.07 (+0.32%)
VolumeN/A
Net Assets9.76B
CLBAX vs FFCMX Comparison Chart in %
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CLBAX vs. FFCMX commentary
Sep 28, 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 Hold and FFCMX is a Hold.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 262B vs. FFCMX (9.76B). CLBAX pays higher dividends than FFCMX: CLBAX (1.80) vs FFCMX (1.31). CLBAX was incepted earlier than FFCMX: CLBAX (24 years) vs FFCMX (19 years). FFCMX (1.58) is less costly to investors than CLBAX (0.58). CLBAX is a more actively managed with annual turnover of: 44.00 vs. FFCMX (12.00). FFCMX has a lower initial minimum investment than CLBAX: FFCMX (0) vs CLBAX (250). CLBAX annual gain was more profitable for investors over the last year : 7.82 vs. FFCMX (6.30). CLBAX return over 5 years is better than : 45.97 vs. FFCMX (22.58).
| CLBAX | FFCMX | CLBAX / FFCMX | |
| Total Expense Ratio | 0.58 | 1.58 | 37% |
| Annual Report Gross Expense Ratio | 0.58 | 1.58 | 37% |
| Fund Existence | 24 years | 19 years | - |
| Gain YTD | 12.860 | 10.367 | 124% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 262B | 9.76B | 2,684% |
| Annual Yield % from dividends | 1.80 | 1.31 | 137% |
| Returns for 1 year | 7.82 | 6.30 | 124% |
| Returns for 3 years | 51.69 | 31.46 | 164% |
| Returns for 5 years | 45.97 | 22.58 | 204% |
| Returns for 10 years | 95.16 | 46.84 | 203% |
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