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CLBAX vs FFTMX
CLBAX vs FFTMX Comparison
Open Charts CLBAX vs FFTMX
American Funds American Balanced 529A
Price$37.92
Change+$0.20 (+0.53%)
VolumeN/A
Net Assets259.11B
Fidelity Advisor Asset Manager 50% M
Price$22.11
Change+$0.11 (+0.50%)
VolumeN/A
Net Assets9.76B
CLBAX vs FFTMX Comparison Chart in %
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CLBAX vs. FFTMX commentary
Sep 09, 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 FFTMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 259B vs. FFTMX (9.76B). CLBAX (1.80) and FFTMX (1.78) have matching dividends . CLBAX was incepted earlier than FFTMX: CLBAX (24 years) vs FFTMX (19 years). FFTMX (1.08) is less costly to investors than CLBAX (0.58). CLBAX is a more actively managed with annual turnover of: 44.00 vs. FFTMX (12.00). CLBAX (4%) and FFTMX (4%) have equivalent initial investment costs. FFTMX has a lower initial minimum investment than CLBAX: FFTMX (0) vs CLBAX (250). CLBAX annual gain was more profitable for investors over the last year : 9.95 vs. FFTMX (8.83). CLBAX return over 5 years is better than : 41.54 vs. FFTMX (22.98).
| CLBAX | FFTMX | CLBAX / FFTMX | |
| Total Expense Ratio | 0.58 | 1.08 | 54% |
| Annual Report Gross Expense Ratio | 0.58 | 1.08 | 54% |
| Fund Existence | 24 years | 19 years | - |
| Gain YTD | 11.362 | 9.900 | 115% |
| Front Load | 4% | 4% | 100% |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 259B | 9.76B | 2,653% |
| Annual Yield % from dividends | 1.80 | 1.78 | 101% |
| Returns for 1 year | 9.95 | 8.83 | 113% |
| Returns for 3 years | 40.92 | 25.55 | 160% |
| Returns for 5 years | 41.54 | 22.98 | 181% |
| Returns for 10 years | 88.47 | 47.75 | 185% |
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