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CLBCX vs FFCMX
CLBCX vs FFCMX Comparison
Open Charts CLBCX vs FFCMX
American Funds American Balanced 529C
Price$36.86
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
Fidelity Advisor Asset Manager 50% C
Price$21.47
Change+$0.05 (+0.23%)
VolumeN/A
Net Assets9.63B
CLBCX vs FFCMX Comparison Chart in %
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CLBCX vs. FFCMX commentary
Jul 07, 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: 252B vs. FFCMX (9.63B). FFCMX pays higher dividends than CLBCX: FFCMX (1.32) vs CLBCX (1.13). CLBCX was incepted earlier than FFCMX: CLBCX (23 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 (7.20) and CLBCX (7.04) have marching annual gain over last year. CLBCX return over 5 years is better than : 37.95 vs. FFCMX (21.77).
| CLBCX | FFCMX | CLBCX / FFCMX | |
| Total Expense Ratio | 1.35 | 1.58 | 85% |
| Annual Report Gross Expense Ratio | 1.35 | 1.58 | 85% |
| Fund Existence | 23 years | 19 years | - |
| Gain YTD | 7.660 | 6.733 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 9.63B | 2,618% |
| Annual Yield % from dividends | 1.13 | 1.32 | 86% |
| Returns for 1 year | 7.04 | 7.20 | 98% |
| Returns for 3 years | 33.08 | 20.28 | 163% |
| Returns for 5 years | 37.95 | 21.77 | 174% |
| Returns for 10 years | 64.69 | 33.06 | 196% |