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CLBFX vs FASMX
CLBFX vs FASMX Comparison
Open Charts CLBFX vs FASMX
American Funds American Balanced 529F
Price$38.87
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.62B
Fidelity Asset Manager 50%
Price$22.68
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets9.97B
CLBFX vs FASMX Comparison Chart in %
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CLBFX vs. FASMX commentary
Oct 19, 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: 266B vs. FASMX (9.97B). FASMX pays higher dividends than CLBFX: FASMX (2.20) vs CLBFX (1.89). 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 : 9.41 vs. CLBFX (8.84). CLBFX return over 5 years is better than : 45.11 vs. FASMX (27.20).
| 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 | 14.767 | 12.713 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 9.97B | 2,668% |
| Annual Yield % from dividends | 1.89 | 2.20 | 86% |
| Returns for 1 year | 8.84 | 9.41 | 94% |
| Returns for 3 years | 52.03 | 35.84 | 145% |
| Returns for 5 years | 45.11 | 27.20 | 166% |
| Returns for 10 years | 91.64 | 56.74 | 162% |
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