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CLBFX vs FFAMX
CLBFX vs FFAMX Comparison
Open Charts CLBFX vs FFAMX
American Funds American Balanced 529F
Price$39.14
Change+$0.27 (+0.69%)
VolumeN/A
Net Assets265.62B
Fidelity Advisor Asset Manager 50% A
Price$22.71
Change+$0.15 (+0.66%)
VolumeN/A
Net Assets9.97B
CLBFX vs FFAMX Comparison Chart in %
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CLBFX vs. FFAMX commentary
Oct 21, 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 Hold.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 266B vs. FFAMX (9.97B). FFAMX (1.95) and CLBFX (1.89) 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). CLBFX annual gain was more profitable for investors over the last year : 9.53 vs. FFAMX (8.74). CLBFX return over 5 years is better than : 47.53 vs. FFAMX (25.98).
| 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 | 15.564 | 12.447 | 125% |
| Front Load | N/A | 6% | - |
| 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 | 1.95 | 97% |
| Returns for 1 year | 9.53 | 8.74 | 109% |
| Returns for 3 years | 52.41 | 35.22 | 149% |
| Returns for 5 years | 47.53 | 25.98 | 183% |
| Returns for 10 years | 89.57 | 50.87 | 176% |
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