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CLBCX vs FASMX
CLBCX vs FASMX Comparison
Open Charts CLBCX vs FASMX
American Funds American Balanced 529C
Price$36.86
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
Fidelity Asset Manager 50%
Price$21.86
Change+$0.06 (+0.28%)
VolumeN/A
Net Assets9.63B
CLBCX vs FASMX Comparison Chart in %
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CLBCX vs. FASMX 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 CLBCX is a Buy and FASMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 252B vs. FASMX (9.63B). FASMX pays higher dividends than CLBCX: FASMX (2.25) vs CLBCX (1.13). CLBCX was incepted earlier than FASMX: CLBCX (23 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 : 8.37 vs. CLBCX (7.04). CLBCX return over 5 years is better than : 37.95 vs. FASMX (28.48).
| CLBCX | FASMX | CLBCX / FASMX | |
| Total Expense Ratio | 1.35 | 0.55 | 245% |
| Annual Report Gross Expense Ratio | 1.35 | 0.55 | 245% |
| Fund Existence | 23 years | 37 years | - |
| Gain YTD | 7.660 | 7.346 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 9.63B | 2,618% |
| Annual Yield % from dividends | 1.13 | 2.25 | 50% |
| Returns for 1 year | 7.04 | 8.37 | 84% |
| Returns for 3 years | 33.08 | 24.25 | 136% |
| Returns for 5 years | 37.95 | 28.48 | 133% |
| Returns for 10 years | 64.69 | 46.35 | 140% |