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CLBCX vs FFCMX
CLBCX vs FFCMX Comparison
Open Charts CLBCX vs FFCMX
American Funds American Balanced 529C
Price$38.49
Change+$0.11 (+0.29%)
VolumeN/A
Net Assets262.04B
Fidelity Advisor Asset Manager 50% C
Price$22.18
Change+$0.07 (+0.32%)
VolumeN/A
Net Assets9.76B
CLBCX vs FFCMX Comparison Chart in %
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CLBCX vs. FFCMX commentary
Sep 28, 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 Hold and FFCMX is a Hold.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 262B vs. FFCMX (9.76B). FFCMX pays higher dividends than CLBCX: FFCMX (1.31) vs CLBCX (1.11). 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). CLBCX annual gain was more profitable for investors over the last year : 7.19 vs. FFCMX (6.30). CLBCX return over 5 years is better than : 40.81 vs. FFCMX (22.58).
| 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 | 12.421 | 10.367 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 262B | 9.76B | 2,684% |
| Annual Yield % from dividends | 1.11 | 1.31 | 84% |
| Returns for 1 year | 7.19 | 6.30 | 114% |
| Returns for 3 years | 48.53 | 31.46 | 154% |
| Returns for 5 years | 40.81 | 22.58 | 181% |
| Returns for 10 years | 81.37 | 46.84 | 174% |
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