Interact to see
Advertisement
Advertisement
CLBCX vs FASMX
CLBCX vs FASMX Comparison
Open Charts CLBCX vs FASMX
American Funds American Balanced 529C
Price$37.39
Change-$0.09 (-0.24%)
VolumeN/A
Net Assets256.26B
Fidelity Asset Manager 50%
Price$22.13
Change-$0.02 (-0.09%)
VolumeN/A
Net Assets9.62B
CLBCX vs FASMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CLBCX vs. FASMX commentary
Aug 19, 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 CLBCX is a Buy and FASMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 256B vs. FASMX (9.62B). FASMX pays higher dividends than CLBCX: FASMX (2.29) vs CLBCX (1.12). CLBCX was incepted earlier than FASMX: CLBCX (24 years) vs FASMX (37 years). CLBCX (1.35) is less costly to investors than FASMX (0.55). CLBCX is a more actively managed with annual turnover of: 44.00 vs. FASMX (12.00). FASMX has a lower initial minimum investment than CLBCX: FASMX (0) vs CLBCX (250). FASMX annual gain was more profitable for investors over the last year : 8.86 vs. CLBCX (7.14). CLBCX return over 5 years is better than : 34.64 vs. FASMX (26.03).
| CLBCX | FASMX | CLBCX / FASMX | |
| Total Expense Ratio | 1.35 | 0.55 | 245% |
| Annual Report Gross Expense Ratio | 1.35 | 0.55 | 245% |
| Fund Existence | 24 years | 37 years | - |
| Gain YTD | 9.208 | 9.382 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 9.62B | 2,662% |
| Annual Yield % from dividends | 1.12 | 2.29 | 49% |
| Returns for 1 year | 7.14 | 8.86 | 81% |
| Returns for 3 years | 27.58 | 19.14 | 144% |
| Returns for 5 years | 34.64 | 26.03 | 133% |
| Returns for 10 years | 65.77 | 49.39 | 133% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement