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CLBFX vs FASMX
CLBFX vs FASMX Comparison
Open Charts CLBFX vs FASMX
American Funds American Balanced 529F
Price$38.26
Change-$0.56 (-1.44%)
VolumeN/A
Net Assets269.72B
Fidelity Asset Manager 50%
Price$22.36
Change-$0.34 (-1.50%)
VolumeN/A
Net Assets10.58B
CLBFX vs FASMX Comparison Chart in %
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CLBFX vs. FASMX commentary
Feb 05, 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 Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 270B vs. FASMX (10.6B). FASMX pays higher dividends than CLBFX: FASMX (2.31) vs CLBFX (2.03). 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 (25.00). 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 : 11.50 vs. FASMX (10.51). CLBFX return over 5 years is better than : 38.44 vs. FASMX (17.37).
| 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 | 2.464 | 2.612 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 10.6B | 2,547% |
| Annual Yield % from dividends | 2.03 | 2.31 | 88% |
| Returns for 1 year | 11.50 | 10.51 | 109% |
| Returns for 3 years | 37.33 | 28.30 | 132% |
| Returns for 5 years | 38.44 | 17.37 | 221% |
| Returns for 10 years | 104.71 | 71.06 | 147% |
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