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CLBCX vs FFAMX
CLBCX vs FFAMX Comparison
Open Charts CLBCX vs FFAMX
American Funds American Balanced 529C
Price$37.39
Change-$0.09 (-0.24%)
VolumeN/A
Net Assets256.26B
Fidelity Advisor Asset Manager 50% A
Price$22.01
Change-$0.02 (-0.09%)
VolumeN/A
Net Assets9.62B
CLBCX vs FFAMX Comparison Chart in %
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CLBCX vs. FFAMX commentary
Aug 18, 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: 256B vs. FFAMX (9.62B). FFAMX pays higher dividends than CLBCX: FFAMX (2.04) vs CLBCX (1.12). 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 : 8.51 vs. CLBCX (7.14). CLBCX return over 5 years is better than : 34.64 vs. FFAMX (24.11).
| 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 | 9.208 | 9.183 | 100% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 9.62B | 2,662% |
| Annual Yield % from dividends | 1.12 | 2.04 | 55% |
| Returns for 1 year | 7.14 | 8.51 | 84% |
| Returns for 3 years | 27.58 | 18.04 | 153% |
| Returns for 5 years | 34.64 | 24.11 | 144% |
| Returns for 10 years | 65.77 | 44.87 | 147% |
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