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CLBAX vs FFTMX
CLBAX vs FFTMX Comparison
Open Charts CLBAX vs FFTMX
American Funds American Balanced 529A
Price$37.12
Change+$0.07 (+0.19%)
VolumeN/A
Net Assets254.37B
Fidelity Advisor Asset Manager 50% M
Price$21.77
Change+$0.02 (+0.09%)
VolumeN/A
Net Assets9.63B
CLBAX vs FFTMX Comparison Chart in %
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CLBAX vs. FFTMX commentary
Jul 28, 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: 254B 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 annual gain was more profitable for investors over the last year : 10.23 vs. FFTMX (9.40). CLBAX return over 5 years is better than : 41.42 vs. FFTMX (23.82).
| 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 | 9.013 | 7.918 | 114% |
| Front Load | 4% | 4% | 100% |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 9.63B | 2,638% |
| Annual Yield % from dividends | 1.84 | 1.79 | 103% |
| Returns for 1 year | 10.23 | 9.40 | 109% |
| Returns for 3 years | 35.76 | 21.53 | 166% |
| Returns for 5 years | 41.42 | 23.82 | 174% |
| Returns for 10 years | 77.58 | 39.94 | 194% |
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