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CLBFX vs FFAMX
CLBFX vs FFAMX Comparison
Open Charts CLBFX vs FFAMX
American Funds American Balanced 529F
Price$35.51
Change-$0.31 (-0.87%)
VolumeN/A
Net Assets244.39B
Fidelity Advisor Asset Manager 50% A
Price$21.13
Change-$0.17 (-0.80%)
VolumeN/A
Net Assets9.42B
CLBFX vs FFAMX Comparison Chart
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CLBFX vs. FFAMX commentary
Jun 16, 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 FFAMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 244B vs. FFAMX (9.42B). FFAMX (2.07) and CLBFX (2.07) have matching dividends . CLBFX was incepted earlier than FFAMX: CLBFX (23 years) vs FFAMX (19 years). FFAMX (0.83) is less costly to investors than CLBFX (0.67). CLBFX is a more actively managed with annual turnover of: 44.00 vs. FFAMX (12.00). FFAMX has a lower initial minimum investment than CLBFX: FFAMX (0) vs CLBFX (250). FFAMX annual gain was more profitable for investors over the last year : 5.96 vs. CLBFX (5.44). CLBFX return over 5 years is better than : 41.30 vs. FFAMX (25.52).
| CLBFX | FFAMX | CLBFX / FFAMX | |
| Total Expense Ratio | 0.67 | 0.83 | 81% |
| Annual Report Gross Expense Ratio | 0.67 | 0.83 | 81% |
| Fund Existence | 23 years | 19 years | - |
| Gain YTD | 4.519 | 4.201 | 108% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244B | 9.42B | 2,591% |
| Annual Yield % from dividends | 2.07 | 2.07 | 100% |
| Returns for 1 year | 5.44 | 5.96 | 91% |
| Returns for 3 years | 34.29 | 21.98 | 156% |
| Returns for 5 years | 41.30 | 25.52 | 162% |
| Returns for 10 years | 73.68 | 36.32 | 203% |
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