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CLBAX vs FFTMX
CLBAX vs FFTMX Comparison
Open Charts CLBAX vs FFTMX
American Funds American Balanced 529A
Price$35.56
Change-$0.31 (-0.86%)
VolumeN/A
Net Assets244.39B
Fidelity Advisor Asset Manager 50% M
Price$21.10
Change-$0.17 (-0.80%)
VolumeN/A
Net Assets9.42B
CLBAX vs FFTMX Comparison Chart
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CLBAX vs. FFTMX 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 FFTMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 244B vs. FFTMX (9.42B). CLBAX (1.91) and FFTMX (1.85) have matching dividends . CLBAX was incepted earlier than FFTMX: CLBAX (23 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). FFTMX annual gain was more profitable for investors over the last year : 5.67 vs. CLBAX (5.26). CLBAX return over 5 years is better than : 40.12 vs. FFTMX (24.00).
| CLBAX | FFTMX | CLBAX / FFTMX | |
| Total Expense Ratio | 0.58 | 1.08 | 54% |
| Annual Report Gross Expense Ratio | 0.58 | 1.08 | 54% |
| Fund Existence | 23 years | 19 years | - |
| Gain YTD | 4.431 | 4.047 | 109% |
| Front Load | 4% | 4% | 100% |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244B | 9.42B | 2,591% |
| Annual Yield % from dividends | 1.91 | 1.85 | 103% |
| Returns for 1 year | 5.26 | 5.67 | 93% |
| Returns for 3 years | 33.60 | 21.06 | 160% |
| Returns for 5 years | 40.12 | 24.00 | 167% |
| Returns for 10 years | 70.29 | 33.39 | 210% |
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