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CLBAX vs FFCMX
CLBAX vs FFCMX Comparison
Open Charts CLBAX vs FFCMX
American Funds American Balanced 529A
Price$35.56
Change-$0.31 (-0.86%)
VolumeN/A
Net Assets246.53B
Fidelity Advisor Asset Manager 50% C
Price$20.88
Change-$0.17 (-0.81%)
VolumeN/A
Net Assets9.42B
CLBAX vs FFCMX Comparison Chart
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CLBAX vs. FFCMX commentary
Jun 15, 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: 247B vs. FFCMX (9.42B). CLBAX pays higher dividends than FFCMX: CLBAX (1.91) vs FFCMX (1.36). CLBAX was incepted earlier than FFCMX: CLBAX (23 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). FFCMX annual gain was more profitable for investors over the last year : 5.99 vs. CLBAX (5.26). CLBAX return over 5 years is better than : 40.12 vs. FFCMX (21.76).
| CLBAX | FFCMX | CLBAX / FFCMX | |
| Total Expense Ratio | 0.58 | 1.58 | 37% |
| Annual Report Gross Expense Ratio | 0.58 | 1.58 | 37% |
| Fund Existence | 23 years | 19 years | - |
| Gain YTD | 4.431 | 4.645 | 95% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 247B | 9.42B | 2,623% |
| Annual Yield % from dividends | 1.91 | 1.36 | 140% |
| Returns for 1 year | 5.26 | 5.99 | 88% |
| Returns for 3 years | 33.60 | 20.15 | 167% |
| Returns for 5 years | 40.12 | 21.76 | 184% |
| Returns for 10 years | 70.29 | 28.87 | 243% |
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