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CLBCX vs FASMX
CLBCX vs FASMX Comparison
Open Charts CLBCX vs FASMX
American Funds American Balanced 529C
Price$37.93
Change+$0.20 (+0.53%)
VolumeN/A
Net Assets259.11B
Fidelity Asset Manager 50%
Price$22.32
Change+$0.06 (+0.27%)
VolumeN/A
Net Assets9.76B
CLBCX vs FASMX Comparison Chart in %
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CLBCX vs. FASMX commentary
Sep 08, 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: 259B vs. FASMX (9.76B). FASMX pays higher dividends than CLBCX: FASMX (2.25) vs CLBCX (1.11). 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 (9.38) and CLBCX (9.15) have marching annual gain over last year. CLBCX return over 5 years is better than : 36.30 vs. FASMX (26.40).
| 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 | 10.785 | 10.321 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 259B | 9.76B | 2,653% |
| Annual Yield % from dividends | 1.11 | 2.25 | 49% |
| Returns for 1 year | 9.15 | 9.38 | 98% |
| Returns for 3 years | 37.75 | 27.56 | 137% |
| Returns for 5 years | 36.30 | 26.40 | 138% |
| Returns for 10 years | 74.80 | 55.54 | 135% |