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CLBCX vs FFTMX
CLBCX vs FFTMX Comparison
Open Charts CLBCX vs FFTMX
American Funds American Balanced 529C
Price$36.86
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
Fidelity Advisor Asset Manager 50% M
Price$21.70
Change+$0.05 (+0.23%)
VolumeN/A
Net Assets9.63B
CLBCX vs FFTMX Comparison Chart in %
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CLBCX vs. FFTMX 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 FFTMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 252B vs. FFTMX (9.63B). FFTMX pays higher dividends than CLBCX: FFTMX (1.79) vs CLBCX (1.13). CLBCX was incepted earlier than FFTMX: CLBCX (23 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 : 7.77 vs. CLBCX (7.04). CLBCX return over 5 years is better than : 37.95 vs. FFTMX (25.00).
| CLBCX | FFTMX | CLBCX / FFTMX | |
| Total Expense Ratio | 1.35 | 1.08 | 125% |
| Annual Report Gross Expense Ratio | 1.35 | 1.08 | 125% |
| Fund Existence | 23 years | 19 years | - |
| Gain YTD | 7.660 | 7.006 | 109% |
| Front Load | N/A | 4% | - |
| 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 | 1.79 | 63% |
| Returns for 1 year | 7.04 | 7.77 | 91% |
| Returns for 3 years | 33.08 | 22.17 | 149% |
| Returns for 5 years | 37.95 | 25.00 | 152% |
| Returns for 10 years | 64.69 | 38.92 | 166% |
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