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CLBFX vs FASMX
CLBFX vs FASMX Comparison
Open Charts CLBFX vs FASMX
American Funds American Balanced 529F
Price$38.22
Change-$0.06 (-0.16%)
VolumeN/A
Net Assets269.72B
Fidelity Asset Manager 50%
Price$22.19
Change-$0.02 (-0.09%)
VolumeN/A
Net Assets10.34B
CLBFX vs FASMX Comparison Chart in %
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CLBFX vs. FASMX commentary
Jan 16, 2026
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 Hold and FASMX is a Hold.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 270B vs. FASMX (10.3B). FASMX pays higher dividends than CLBFX: FASMX (2.36) vs CLBFX (2.08). CLBFX was incepted earlier than FASMX: CLBFX (23 years) vs FASMX (37 years). CLBFX (0.67) is less costly to investors than FASMX (0.56). 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). CLBFX annual gain was more profitable for investors over the last year : 14.42 vs. FASMX (11.99). CLBFX return over 5 years is better than : 39.53 vs. FASMX (17.98).
| CLBFX | FASMX | CLBFX / FASMX | |
| Total Expense Ratio | 0.67 | 0.53 | 126% |
| Annual Report Gross Expense Ratio | 0.67 | 0.56 | 120% |
| Fund Existence | 23 years | 37 years | - |
| Gain YTD | 2.357 | 1.787 | 132% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 10.3B | 2,621% |
| Annual Yield % from dividends | 2.08 | 2.36 | 88% |
| Returns for 1 year | 14.42 | 11.99 | 120% |
| Returns for 3 years | 38.39 | 29.27 | 131% |
| Returns for 5 years | 39.53 | 17.98 | 220% |
| Returns for 10 years | 105.76 | 69.68 | 152% |
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