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CLBFX vs FFAMX
CLBFX vs FFAMX Comparison
Open Charts CLBFX vs FFAMX
American Funds American Balanced 529F
Price$38.22
Change-$0.06 (-0.16%)
VolumeN/A
Net Assets269.72B
Fidelity Advisor Asset Manager 50% A
Price$22.08
Change-$0.01 (-0.05%)
VolumeN/A
Net Assets10.34B
CLBFX vs FFAMX Comparison Chart in %
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CLBFX vs. FFAMX commentary
Jan 16, 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 FFAMX is a Hold.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 270B vs. FFAMX (10.3B). FFAMX (2.10) and CLBFX (2.08) have matching dividends . CLBFX was incepted earlier than FFAMX: CLBFX (23 years) vs FFAMX (19 years). FFAMX (0.85) 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). CLBFX annual gain was more profitable for investors over the last year : 14.42 vs. FFAMX (11.64). CLBFX return over 5 years is better than : 39.53 vs. FFAMX (16.23).
| CLBFX | FFAMX | CLBFX / FFAMX | |
| Total Expense Ratio | 0.67 | 0.82 | 82% |
| Annual Report Gross Expense Ratio | 0.67 | 0.85 | 79% |
| Fund Existence | 23 years | 19 years | - |
| Gain YTD | 2.357 | 1.750 | 135% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 10.3B | 2,621% |
| Annual Yield % from dividends | 2.08 | 2.10 | 99% |
| Returns for 1 year | 14.42 | 11.64 | 124% |
| Returns for 3 years | 38.39 | 28.14 | 136% |
| Returns for 5 years | 39.53 | 16.23 | 244% |
| Returns for 10 years | 105.76 | 64.63 | 164% |
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