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CLBCX vs FASMX
CLBCX vs FASMX Comparison
Open Charts CLBCX vs FASMX
American Funds American Balanced 529C
Price$37.16
Change+$0.07 (+0.19%)
VolumeN/A
Net Assets254.37B
Fidelity Asset Manager 50%
Price$21.91
Change+$0.02 (+0.09%)
VolumeN/A
Net Assets9.63B
CLBCX vs FASMX Comparison Chart in %
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CLBCX vs. FASMX commentary
Jul 28, 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: 254B 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 : 10.00 vs. CLBCX (9.42). CLBCX return over 5 years is better than : 36.20 vs. FASMX (27.27).
| 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 | 8.536 | 8.295 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 9.63B | 2,638% |
| Annual Yield % from dividends | 1.13 | 2.25 | 50% |
| Returns for 1 year | 9.42 | 10.00 | 94% |
| Returns for 3 years | 32.73 | 23.51 | 139% |
| Returns for 5 years | 36.20 | 27.27 | 133% |
| Returns for 10 years | 64.69 | 47.39 | 136% |