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CLBAX vs FFTMX
CLBAX vs FFTMX Comparison
Open Charts CLBAX vs FFTMX
American Funds American Balanced 529A
Price$37.37
Change-$0.09 (-0.24%)
VolumeN/A
Net Assets256.26B
Fidelity Advisor Asset Manager 50% M
Price$21.99
Change-$0.01 (-0.05%)
VolumeN/A
Net Assets9.62B
CLBAX vs FFTMX Comparison Chart in %
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CLBAX vs. FFTMX commentary
Aug 17, 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: 256B vs. FFTMX (9.62B). CLBAX (1.82) and FFTMX (1.81) 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). FFTMX (8.31) and CLBAX (7.96) have marching annual gain over last year. CLBAX return over 5 years is better than : 39.83 vs. FFTMX (22.67).
| 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 | 9.747 | 9.008 | 108% |
| Front Load | 4% | 4% | 100% |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 9.62B | 2,662% |
| Annual Yield % from dividends | 1.82 | 1.81 | 101% |
| Returns for 1 year | 7.96 | 8.31 | 96% |
| Returns for 3 years | 30.56 | 17.20 | 178% |
| Returns for 5 years | 39.83 | 22.67 | 176% |
| Returns for 10 years | 78.78 | 41.85 | 188% |
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