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CLBAX vs FFCMX
CLBAX vs FFCMX Comparison
Open Charts CLBAX vs FFCMX
American Funds American Balanced 529A
Price$36.80
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
Fidelity Advisor Asset Manager 50% C
Price$21.47
Change+$0.05 (+0.23%)
VolumeN/A
Net Assets9.63B
CLBAX vs FFCMX Comparison Chart in %
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CLBAX vs. FFCMX 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 FFCMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 252B vs. FFCMX (9.63B). CLBAX pays higher dividends than FFCMX: CLBAX (1.84) vs FFCMX (1.32). 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). CLBAX annual gain was more profitable for investors over the last year : 7.84 vs. FFCMX (7.20). CLBAX return over 5 years is better than : 43.26 vs. FFCMX (21.77).
| 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 | 8.073 | 6.733 | 120% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 9.63B | 2,618% |
| Annual Yield % from dividends | 1.84 | 1.32 | 140% |
| Returns for 1 year | 7.84 | 7.20 | 109% |
| Returns for 3 years | 36.14 | 20.28 | 178% |
| Returns for 5 years | 43.26 | 21.77 | 199% |
| Returns for 10 years | 77.55 | 33.06 | 235% |
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