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CLBCX vs FFAMX
CLBCX vs FFAMX Comparison
Open Charts CLBCX vs FFAMX
American Funds American Balanced 529C
Price$37.16
Change+$0.07 (+0.19%)
VolumeN/A
Net Assets254.37B
Fidelity Advisor Asset Manager 50% A
Price$21.80
Change+$0.03 (+0.14%)
VolumeN/A
Net Assets9.63B
CLBCX vs FFAMX Comparison Chart in %
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CLBCX vs. FFAMX commentary
Jul 27, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 254B vs. FFAMX (9.63B). FFAMX pays higher dividends than CLBCX: FFAMX (2.00) vs CLBCX (1.13). CLBCX was incepted earlier than FFAMX: CLBCX (23 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 (9.70) and CLBCX (9.42) have marching annual gain over last year. CLBCX return over 5 years is better than : 36.20 vs. FFAMX (25.39).
| CLBCX | FFAMX | CLBCX / FFAMX | |
| Total Expense Ratio | 1.35 | 0.83 | 163% |
| Annual Report Gross Expense Ratio | 1.35 | 0.83 | 163% |
| Fund Existence | 23 years | 19 years | - |
| Gain YTD | 8.536 | 8.141 | 105% |
| Front Load | N/A | 6% | - |
| 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 | 2.00 | 57% |
| Returns for 1 year | 9.42 | 9.70 | 97% |
| Returns for 3 years | 32.73 | 22.45 | 146% |
| Returns for 5 years | 36.20 | 25.39 | 143% |
| Returns for 10 years | 64.69 | 43.07 | 150% |