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CLBFX vs FASMX
CLBFX vs FASMX Comparison
Open Charts CLBFX vs FASMX
American Funds American Balanced 529F
Price$38.94
Change-$0.48 (-1.22%)
VolumeN/A
Net Assets268.67B
Fidelity Asset Manager 50%
Price$22.81
Change-$0.22 (-0.96%)
VolumeN/A
Net Assets10.08B
CLBFX vs FASMX Comparison Chart in %
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CLBFX vs. FASMX commentary
Nov 14, 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 Hold.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 269B vs. FASMX (10.1B). FASMX pays higher dividends than CLBFX: FASMX (2.20) vs CLBFX (1.86). 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 annual gain was more profitable for investors over the last year : 11.11 vs. CLBFX (10.11). CLBFX return over 5 years is better than : 44.32 vs. FASMX (26.24).
| CLBFX | FASMX | CLBFX / FASMX | |
| Total Expense Ratio | 0.67 | 0.55 | 122% |
| Annual Report Gross Expense Ratio | 0.67 | 0.55 | 122% |
| Fund Existence | 23 years | 37 years | - |
| Gain YTD | 16.391 | 14.353 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 10.1B | 2,663% |
| Annual Yield % from dividends | 1.86 | 2.20 | 84% |
| Returns for 1 year | 10.11 | 11.11 | 91% |
| Returns for 3 years | 44.93 | 31.57 | 142% |
| Returns for 5 years | 44.32 | 26.24 | 169% |
| Returns for 10 years | 94.43 | 60.25 | 157% |
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