CLBAX
Price
$36.80
Change
+$0.18 (+0.49%)
Updated
Jul 3 closing price
Net Assets
252.39B
FFCMX
Price
$21.47
Change
+$0.05 (+0.23%)
Updated
Jul 3 closing price
Net Assets
9.63B
Interact to see
Advertisement

CLBAX vs FFCMX

Header iconCLBAX vs FFCMX Comparison
Open Charts CLBAX vs FFCMXBanner chart's image
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 %
Loading...
View a ticker or compare two or three
VS
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.

Interact to see
Advertisement
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).
CLBAXFFCMXCLBAX / FFCMX
Total Expense Ratio0.581.5837%
Annual Report Gross Expense Ratio0.581.5837%
Fund Existence23 years19 years-
Gain YTD8.0736.733120%
Front Load4%N/A-
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets252B9.63B2,618%
Annual Yield % from dividends1.841.32140%
Returns for 1 year7.847.20109%
Returns for 3 years36.1420.28178%
Returns for 5 years43.2621.77199%
Returns for 10 years77.5533.06235%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
ETFs / NAMEPrice $Chg $Chg %
PSWD37.321.00
+2.75%
Xtrackers Cybersecurity Select Eq ETF
FAD147.891.31
+0.89%
First Trust Multi Cap Gr AlphaDEX® ETF
ESN16.290.14
+0.84%
Essential 40 Stock ETF
QQQE99.450.74
+0.75%
Direxion NASDAQ-100® Equal Wtd ETF
AFMC32.850.19
+0.59%
First Trust Active Factor Mid Cap ETF