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CLBFX vs FASMX
CLBFX vs FASMX Comparison
Open Charts CLBFX vs FASMX
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.
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).
| 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 | 8.169 | 7.346 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 9.63B | 2,618% |
| Annual Yield % from dividends | 1.99 | 2.25 | 88% |
| Returns for 1 year | 8.02 | 8.37 | 96% |
| Returns for 3 years | 36.80 | 24.25 | 152% |
| Returns for 5 years | 44.49 | 28.48 | 156% |
| Returns for 10 years | 81.14 | 46.35 | 175% |
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