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CLBCX vs FFAMX
CLBCX vs FFAMX Comparison
Open Charts CLBCX vs FFAMX
American Funds American Balanced 529C
Price$38.08
Change+$0.15 (+0.40%)
VolumeN/A
Net Assets259.11B
Fidelity Advisor Asset Manager 50% A
Price$22.20
Change+$0.06 (+0.27%)
VolumeN/A
Net Assets9.76B
CLBCX vs FFAMX Comparison Chart in %
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CLBCX vs. FFAMX commentary
Sep 09, 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: 259B vs. FFAMX (9.76B). FFAMX pays higher dividends than CLBCX: FFAMX (2.00) vs CLBCX (1.11). 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). CLBCX (9.15) and FFAMX (9.08) have marching annual gain over last year. CLBCX return over 5 years is better than : 36.30 vs. FFAMX (24.48).
| 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 | 10.785 | 10.125 | 107% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 259B | 9.76B | 2,653% |
| Annual Yield % from dividends | 1.11 | 2.00 | 55% |
| Returns for 1 year | 9.15 | 9.08 | 101% |
| Returns for 3 years | 37.75 | 26.43 | 143% |
| Returns for 5 years | 36.30 | 24.48 | 148% |
| Returns for 10 years | 74.80 | 50.95 | 147% |