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CLBCX vs FFAMX
CLBCX vs FFAMX Comparison
Open Charts CLBCX vs FFAMX
American Funds American Balanced 529C
Price$39.24
Change+$0.27 (+0.69%)
VolumeN/A
Net Assets265.62B
Fidelity Advisor Asset Manager 50% A
Price$22.71
Change+$0.15 (+0.66%)
VolumeN/A
Net Assets9.97B
CLBCX vs FFAMX Comparison Chart in %
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CLBCX vs. FFAMX commentary
Oct 21, 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: 266B vs. FFAMX (9.97B). FFAMX pays higher dividends than CLBCX: FFAMX (1.95) vs CLBCX (1.06). 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 (8.74) and CLBCX (8.56) have marching annual gain over last year. CLBCX return over 5 years is better than : 40.91 vs. FFAMX (25.98).
| 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 | 14.701 | 12.447 | 118% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 9.97B | 2,668% |
| Annual Yield % from dividends | 1.06 | 1.95 | 54% |
| Returns for 1 year | 8.56 | 8.74 | 98% |
| Returns for 3 years | 48.29 | 35.22 | 137% |
| Returns for 5 years | 40.91 | 25.98 | 157% |
| Returns for 10 years | 72.45 | 50.87 | 142% |
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