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CLBCX vs FFTMX
CLBCX vs FFTMX Comparison
Open Charts CLBCX vs FFTMX
American Funds American Balanced 529C
Price$38.49
Change+$0.11 (+0.29%)
VolumeN/A
Net Assets262.75B
Fidelity Advisor Asset Manager 50% M
Price$22.41
Change+$0.06 (+0.27%)
VolumeN/A
Net Assets9.76B
CLBCX vs FFTMX Comparison Chart in %
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CLBCX vs. FFTMX commentary
Sep 29, 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 Hold and FFTMX is a Hold.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 263B vs. FFTMX (9.76B). FFTMX pays higher dividends than CLBCX: FFTMX (1.78) vs CLBCX (1.11). 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). CLBCX (7.19) and FFTMX (7.17) have marching annual gain over last year. CLBCX return over 5 years is better than : 40.81 vs. FFTMX (26.19).
| 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 | 12.421 | 11.090 | 112% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 9.76B | 2,694% |
| Annual Yield % from dividends | 1.11 | 1.78 | 62% |
| Returns for 1 year | 7.19 | 7.17 | 100% |
| Returns for 3 years | 48.53 | 33.92 | 143% |
| Returns for 5 years | 40.81 | 26.19 | 156% |
| Returns for 10 years | 81.37 | 53.69 | 152% |
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