Interact to see
Advertisement
Advertisement
CLBFX vs FASMX
CLBFX vs FASMX Comparison
Open Charts CLBFX vs FASMX
American Funds American Balanced 529F
Price$37.50
Change+$0.13 (+0.35%)
VolumeN/A
Net Assets269.37B
Fidelity Asset Manager 50%
Price$23.22
Change+$0.04 (+0.17%)
VolumeN/A
Net Assets10.09B
CLBFX vs FASMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CLBFX vs. FASMX commentary
Dec 26, 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 StrongBuy and FASMX is a StrongBuy.
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 (1.83). 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). FASMX annual gain was more profitable for investors over the last year : 12.60 vs. CLBFX (9.28). CLBFX return over 5 years is better than : 37.42 vs. FASMX (22.65).
| 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 | 10.722 | 15.397 | 70% |
| 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 | 1.83 | 2.20 | 83% |
| Returns for 1 year | 9.28 | 12.60 | 74% |
| Returns for 3 years | 38.20 | 33.27 | 115% |
| Returns for 5 years | 37.42 | 22.65 | 165% |
| Returns for 10 years | 88.92 | 67.25 | 132% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers