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CLBCX vs FFAMX
CLBCX vs FFAMX Comparison
Open Charts CLBCX vs FFAMX
American Funds American Balanced 529C
Price$39.01
Change-$0.49 (-1.24%)
VolumeN/A
Net Assets268.67B
Fidelity Advisor Asset Manager 50% A
Price$22.68
Change-$0.23 (-1.00%)
VolumeN/A
Net Assets10.08B
CLBCX vs FFAMX Comparison Chart in %
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CLBCX vs. FFAMX commentary
Nov 14, 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 FFAMX is a Hold.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 269B vs. FFAMX (10.1B). FFAMX pays higher dividends than CLBCX: FFAMX (1.96) vs CLBCX (1.04). CLBCX was incepted earlier than FFAMX: CLBCX (24 years) vs FFAMX (19 years). CLBCX (1.35) is less costly to investors than FFAMX (0.83). CLBCX is a more actively managed with annual turnover of: 44.00 vs. FFAMX (12.00). FFAMX has a lower initial minimum investment than CLBCX: FFAMX (0) vs CLBCX (250). FFAMX annual gain was more profitable for investors over the last year : 10.80 vs. CLBCX (9.13). CLBCX return over 5 years is better than : 37.82 vs. FFAMX (24.39).
| CLBCX | FFAMX | CLBCX / FFAMX | |
| Total Expense Ratio | 1.35 | 0.83 | 163% |
| Annual Report Gross Expense Ratio | 1.35 | 0.83 | 163% |
| Fund Existence | 24 years | 19 years | - |
| Gain YTD | 15.461 | 14.091 | 110% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 10.1B | 2,663% |
| Annual Yield % from dividends | 1.04 | 1.96 | 53% |
| Returns for 1 year | 9.13 | 10.80 | 85% |
| Returns for 3 years | 41.00 | 30.44 | 135% |
| Returns for 5 years | 37.82 | 24.39 | 155% |
| Returns for 10 years | 76.85 | 55.56 | 138% |
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