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CLBCX vs FFTMX
CLBCX vs FFTMX Comparison
Open Charts CLBCX vs FFTMX
American Funds American Balanced 529C
Price$37.93
Change+$0.20 (+0.53%)
VolumeN/A
Net Assets259.11B
Fidelity Advisor Asset Manager 50% M
Price$22.11
Change+$0.11 (+0.50%)
VolumeN/A
Net Assets9.76B
CLBCX vs FFTMX Comparison Chart in %
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CLBCX vs. FFTMX commentary
Sep 09, 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: 259B 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 (9.15) and FFTMX (8.83) have marching annual gain over last year. CLBCX return over 5 years is better than : 36.30 vs. FFTMX (22.98).
| 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 | 10.785 | 9.900 | 109% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 259B | 9.76B | 2,653% |
| Annual Yield % from dividends | 1.11 | 1.78 | 62% |
| Returns for 1 year | 9.15 | 8.83 | 104% |
| Returns for 3 years | 37.75 | 25.55 | 148% |
| Returns for 5 years | 36.30 | 22.98 | 158% |
| Returns for 10 years | 74.80 | 47.75 | 157% |