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CLBCX vs FFTMX
CLBCX vs FFTMX Comparison
Open Charts CLBCX vs FFTMX
American Funds American Balanced 529C
Price$37.39
Change-$0.09 (-0.24%)
VolumeN/A
Net Assets256.26B
Fidelity Advisor Asset Manager 50% M
Price$21.99
Change-$0.01 (-0.05%)
VolumeN/A
Net Assets9.62B
CLBCX vs FFTMX Comparison Chart in %
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CLBCX vs. FFTMX commentary
Aug 17, 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 FFTMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 256B vs. FFTMX (9.62B). FFTMX pays higher dividends than CLBCX: FFTMX (1.81) vs CLBCX (1.12). CLBCX was incepted earlier than FFTMX: CLBCX (24 years) vs FFTMX (19 years). CLBCX (1.35) is less costly to investors than FFTMX (1.08). CLBCX is a more actively managed with annual turnover of: 44.00 vs. FFTMX (12.00). FFTMX has a lower initial minimum investment than CLBCX: FFTMX (0) vs CLBCX (250). FFTMX annual gain was more profitable for investors over the last year : 8.31 vs. CLBCX (7.14). CLBCX return over 5 years is better than : 34.64 vs. FFTMX (22.67).
| CLBCX | FFTMX | CLBCX / FFTMX | |
| Total Expense Ratio | 1.35 | 1.08 | 125% |
| Annual Report Gross Expense Ratio | 1.35 | 1.08 | 125% |
| Fund Existence | 24 years | 19 years | - |
| Gain YTD | 9.208 | 9.008 | 102% |
| Front Load | N/A | 4% | - |
| 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 | 1.81 | 62% |
| Returns for 1 year | 7.14 | 8.31 | 86% |
| Returns for 3 years | 27.58 | 17.20 | 160% |
| Returns for 5 years | 34.64 | 22.67 | 153% |
| Returns for 10 years | 65.77 | 41.85 | 157% |
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