CLBFX
Price
$36.75
Change
+$0.18 (+0.49%)
Updated
Jul 3 closing price
Net Assets
252.39B
FASMX
Price
$21.86
Change
+$0.06 (+0.28%)
Updated
Jul 3 closing price
Net Assets
9.63B
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CLBFX vs FASMX

Header iconCLBFX vs FASMX Comparison
Open Charts CLBFX vs FASMXBanner chart's image
American Funds American Balanced 529F
Price$36.75
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
Fidelity Asset Manager 50%
Price$21.86
Change+$0.06 (+0.28%)
VolumeN/A
Net Assets9.63B
CLBFX vs FASMX Comparison Chart in %
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CLBFX vs. FASMX 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 CLBFX is a Buy and FASMX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 252B vs. FASMX (9.63B). FASMX pays higher dividends than CLBFX: FASMX (2.25) vs CLBFX (1.99). CLBFX was incepted earlier than FASMX: CLBFX (23 years) vs FASMX (37 years). CLBFX (0.67) is less costly to investors than FASMX (0.55). CLBFX is a more actively managed with annual turnover of: 44.00 vs. FASMX (12.00). FASMX has a lower initial minimum investment than CLBFX: FASMX (0) vs CLBFX (250). FASMX (8.37) and CLBFX (8.02) have marching annual gain over last year. CLBFX return over 5 years is better than : 44.49 vs. FASMX (28.48).
CLBFXFASMXCLBFX / FASMX
Total Expense Ratio0.670.55122%
Annual Report Gross Expense Ratio0.670.55122%
Fund Existence23 years37 years-
Gain YTD8.1697.346111%
Front LoadN/AN/A-
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets252B9.63B2,618%
Annual Yield % from dividends1.992.2588%
Returns for 1 year8.028.3796%
Returns for 3 years36.8024.25152%
Returns for 5 years44.4928.48156%
Returns for 10 years81.1446.35175%
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