Interact to see
Advertisement
Advertisement
CLBAX vs FFTMX
CLBAX vs FFTMX Comparison
Open Charts CLBAX vs FFTMX
American Funds American Balanced 529A
Price$36.80
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
Fidelity Advisor Asset Manager 50% M
Price$21.70
Change+$0.05 (+0.23%)
VolumeN/A
Net Assets9.63B
CLBAX vs FFTMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CLBAX vs. FFTMX 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 FFTMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 252B vs. FFTMX (9.63B). CLBAX (1.84) and FFTMX (1.79) 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). CLBAX (7.84) and FFTMX (7.77) have marching annual gain over last year. CLBAX return over 5 years is better than : 43.26 vs. FFTMX (25.00).
| 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 | 8.073 | 7.006 | 115% |
| Front Load | 4% | 4% | 100% |
| 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 | 1.79 | 103% |
| Returns for 1 year | 7.84 | 7.77 | 101% |
| Returns for 3 years | 36.14 | 22.17 | 163% |
| Returns for 5 years | 43.26 | 25.00 | 173% |
| Returns for 10 years | 77.55 | 38.92 | 199% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement