CLBCX
Price
$36.86
Change
+$0.18 (+0.49%)
Updated
Jul 3 closing price
Net Assets
252.39B
FASMX
Price
$21.86
Change
+$0.06 (+0.28%)
Updated
Jul 3 closing price
Net Assets
9.63B
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CLBCX vs FASMX

Header iconCLBCX vs FASMX Comparison
Open Charts CLBCX vs FASMXBanner chart's image
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.

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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).
CLBCXFASMXCLBCX / FASMX
Total Expense Ratio1.350.55245%
Annual Report Gross Expense Ratio1.350.55245%
Fund Existence23 years37 years-
Gain YTD7.6607.346104%
Front LoadN/AN/A-
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets252B9.63B2,618%
Annual Yield % from dividends1.132.2550%
Returns for 1 year7.048.3784%
Returns for 3 years33.0824.25136%
Returns for 5 years37.9528.48133%
Returns for 10 years64.6946.35140%
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