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CLBCX vs FFCMX
CLBCX vs FFCMX Comparison
Open Charts CLBCX vs FFCMX
American Funds American Balanced 529C
Price$37.39
Change-$0.09 (-0.24%)
VolumeN/A
Net Assets256.26B
Fidelity Advisor Asset Manager 50% C
Price$21.77
Change-$0.02 (-0.09%)
VolumeN/A
Net Assets9.62B
CLBCX vs FFCMX Comparison Chart in %
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CLBCX vs. FFCMX 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 FFCMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 256B vs. FFCMX (9.62B). FFCMX pays higher dividends than CLBCX: FFCMX (1.34) vs CLBCX (1.12). CLBCX was incepted earlier than FFCMX: CLBCX (24 years) vs FFCMX (19 years). FFCMX (1.58) is less costly to investors than CLBCX (1.35). CLBCX is a more actively managed with annual turnover of: 44.00 vs. FFCMX (12.00). FFCMX has a lower initial minimum investment than CLBCX: FFCMX (0) vs CLBCX (250). FFCMX annual gain was more profitable for investors over the last year : 7.74 vs. CLBCX (7.14). CLBCX return over 5 years is better than : 34.64 vs. FFCMX (19.50).
| CLBCX | FFCMX | CLBCX / FFCMX | |
| Total Expense Ratio | 1.35 | 1.58 | 85% |
| Annual Report Gross Expense Ratio | 1.35 | 1.58 | 85% |
| Fund Existence | 24 years | 19 years | - |
| Gain YTD | 9.208 | 8.670 | 106% |
| Front Load | N/A | N/A | - |
| 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 | 1.34 | 84% |
| Returns for 1 year | 7.14 | 7.74 | 92% |
| Returns for 3 years | 27.58 | 15.38 | 179% |
| Returns for 5 years | 34.64 | 19.50 | 178% |
| Returns for 10 years | 65.77 | 35.87 | 183% |
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