CLBAX
Price
$36.80
Change
+$0.18 (+0.49%)
Updated
Jul 3 closing price
Net Assets
252.39B
FFTMX
Price
$21.70
Change
+$0.05 (+0.23%)
Updated
Jul 3 closing price
Net Assets
9.63B
Interact to see
Advertisement

CLBAX vs FFTMX

Header iconCLBAX vs FFTMX Comparison
Open Charts CLBAX vs FFTMXBanner 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% 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
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.

Interact to see
Advertisement
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).
CLBAXFFTMXCLBAX / FFTMX
Total Expense Ratio0.581.0854%
Annual Report Gross Expense Ratio0.581.0854%
Fund Existence23 years19 years-
Gain YTD8.0737.006115%
Front Load4%4%100%
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets252B9.63B2,618%
Annual Yield % from dividends1.841.79103%
Returns for 1 year7.847.77101%
Returns for 3 years36.1422.17163%
Returns for 5 years43.2625.00173%
Returns for 10 years77.5538.92199%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
STOCK / NAMEPrice $Chg $Chg %
TPR90.203.72
+4.30%
Tapestry
JAGX2.580.01
+0.39%
Jaguar Health Inc
DGICB17.31N/A
N/A
Donegal Group
EMCG12.15N/A
N/A
Embrace Change Acquisition Corp
THS20.90-0.14
-0.67%
Treehouse Foods