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CLBFX vs FFAMX
CLBFX vs FFAMX Comparison
Open Charts CLBFX vs FFAMX
American Funds American Balanced 529F
Price$37.32
Change-$0.09 (-0.24%)
VolumeN/A
Net Assets256.26B
Fidelity Advisor Asset Manager 50% A
Price$22.01
Change-$0.02 (-0.09%)
VolumeN/A
Net Assets9.62B
CLBFX vs FFAMX Comparison Chart in %
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CLBFX vs. FFAMX commentary
Aug 18, 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: 256B vs. FFAMX (9.62B). FFAMX (2.04) and CLBFX (1.97) 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 (8.51) and CLBFX (8.11) have marching annual gain over last year. CLBFX return over 5 years is better than : 40.98 vs. FFAMX (24.11).
| 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 | 9.847 | 9.183 | 107% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 9.62B | 2,662% |
| Annual Yield % from dividends | 1.97 | 2.04 | 97% |
| Returns for 1 year | 8.11 | 8.51 | 95% |
| Returns for 3 years | 31.15 | 18.04 | 173% |
| Returns for 5 years | 40.98 | 24.11 | 170% |
| Returns for 10 years | 82.32 | 44.87 | 183% |
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