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CLBCX vs FFAMX
CLBCX vs FFAMX Comparison
Open Charts CLBCX vs FFAMX
American Funds American Balanced 529C
Price$39.66
Change-$0.49 (-1.22%)
VolumeN/A
Net Assets269.37B
Fidelity Advisor Asset Manager 50% A
Price$22.82
Change-$0.17 (-0.74%)
VolumeN/A
Net Assets10.09B
CLBCX vs FFAMX Comparison Chart in %
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CLBCX vs. FFAMX commentary
Dec 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 StrongBuy and FFAMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 269B vs. FFAMX (10.1B). FFAMX pays higher dividends than CLBCX: FFAMX (1.95) vs CLBCX (1.02). CLBCX was incepted earlier than FFAMX: CLBCX (24 years) vs FFAMX (19 years). CLBCX (1.35) is less costly to investors than FFAMX (0.85). 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). CLBCX (9.79) and FFAMX (9.38) have marching annual gain over last year. CLBCX return over 5 years is better than : 37.30 vs. FFAMX (21.62).
| CLBCX | FFAMX | CLBCX / FFAMX | |
| Total Expense Ratio | 1.35 | 0.82 | 165% |
| Annual Report Gross Expense Ratio | 1.35 | 0.85 | 159% |
| Fund Existence | 24 years | 19 years | - |
| Gain YTD | 17.361 | 14.490 | 120% |
| 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 | 1.02 | 1.95 | 52% |
| Returns for 1 year | 9.79 | 9.38 | 104% |
| Returns for 3 years | 41.27 | 29.37 | 141% |
| Returns for 5 years | 37.30 | 21.62 | 173% |
| Returns for 10 years | 79.55 | 63.83 | 125% |
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