Interact to see
Advertisement
Advertisement
CLBCX vs FFCMX
CLBCX vs FFCMX Comparison
Open Charts CLBCX vs FFCMX
American Funds American Balanced 529C
Price$37.16
Change+$0.07 (+0.19%)
VolumeN/A
Net Assets254.37B
Fidelity Advisor Asset Manager 50% C
Price$21.56
Change+$0.02 (+0.09%)
VolumeN/A
Net Assets9.63B
CLBCX vs FFCMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CLBCX vs. FFCMX commentary
Jul 27, 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: 254B 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). CLBCX annual gain was more profitable for investors over the last year : 9.42 vs. FFCMX (8.87). CLBCX return over 5 years is better than : 36.20 vs. FFCMX (20.61).
| 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 | 8.536 | 7.621 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 9.63B | 2,638% |
| Annual Yield % from dividends | 1.13 | 1.32 | 86% |
| Returns for 1 year | 9.42 | 8.87 | 106% |
| Returns for 3 years | 32.73 | 19.61 | 167% |
| Returns for 5 years | 36.20 | 20.61 | 176% |
| Returns for 10 years | 64.69 | 34.08 | 190% |