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CLBAX vs FFCMX
CLBAX vs FFCMX Comparison
Open Charts CLBAX vs FFCMX
American Funds American Balanced 529A
Price$37.37
Change-$0.09 (-0.24%)
VolumeN/A
Net Assets256.26B
Fidelity Advisor Asset Manager 50% C
Price$21.77
Change-$0.02 (-0.09%)
VolumeN/A
Net Assets9.62B
CLBAX vs FFCMX Comparison Chart in %
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CLBAX vs. FFCMX 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 FFCMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 256B vs. FFCMX (9.62B). CLBAX pays higher dividends than FFCMX: CLBAX (1.82) vs FFCMX (1.34). 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 (7.96) and FFCMX (7.74) have marching annual gain over last year. CLBAX return over 5 years is better than : 39.83 vs. FFCMX (19.50).
| 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 | 9.747 | 8.670 | 112% |
| Front Load | 4% | N/A | - |
| 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 | 1.34 | 136% |
| Returns for 1 year | 7.96 | 7.74 | 103% |
| Returns for 3 years | 30.56 | 15.38 | 199% |
| Returns for 5 years | 39.83 | 19.50 | 204% |
| Returns for 10 years | 78.78 | 35.87 | 220% |
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