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CLBCX vs FFCMX
CLBCX vs FFCMX Comparison
Open Charts CLBCX vs FFCMX
American Funds American Balanced 529C
Price$38.97
Change+$0.03 (+0.08%)
VolumeN/A
Net Assets265.37B
Fidelity Advisor Asset Manager 50% C
Price$22.32
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets9.97B
CLBCX vs FFCMX Comparison Chart in %
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CLBCX vs. FFCMX commentary
Oct 19, 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 Hold.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 265B vs. FFCMX (9.97B). FFCMX pays higher dividends than CLBCX: FFCMX (1.28) vs CLBCX (1.06). 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 (8.27) and CLBCX (7.87) have marching annual gain over last year. CLBCX return over 5 years is better than : 38.56 vs. FFCMX (20.55).
| 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 | 13.912 | 11.744 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 265B | 9.97B | 2,658% |
| Annual Yield % from dividends | 1.06 | 1.28 | 82% |
| Returns for 1 year | 7.87 | 8.27 | 95% |
| Returns for 3 years | 47.86 | 31.52 | 152% |
| Returns for 5 years | 38.56 | 20.55 | 188% |
| Returns for 10 years | 74.34 | 42.56 | 175% |
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