Interact to see
Advertisement
Advertisement
CLBFX vs FFCMX
CLBFX vs FFCMX Comparison
Open Charts CLBFX vs FFCMX
American Funds American Balanced 529F
Price$37.32
Change-$0.09 (-0.24%)
VolumeN/A
Net Assets256.26B
Fidelity Advisor Asset Manager 50% C
Price$21.77
Change-$0.02 (-0.09%)
VolumeN/A
Net Assets9.62B
CLBFX vs FFCMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CLBFX vs. FFCMX 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 FFCMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 256B vs. FFCMX (9.62B). CLBFX pays higher dividends than FFCMX: CLBFX (1.97) vs FFCMX (1.34). CLBFX was incepted earlier than FFCMX: CLBFX (23 years) vs FFCMX (19 years). FFCMX (1.58) is less costly to investors than CLBFX (0.67). CLBFX is a more actively managed with annual turnover of: 44.00 vs. FFCMX (12.00). FFCMX has a lower initial minimum investment than CLBFX: FFCMX (0) vs CLBFX (250). CLBFX (8.11) and FFCMX (7.74) have marching annual gain over last year. CLBFX return over 5 years is better than : 40.98 vs. FFCMX (19.50).
| CLBFX | FFCMX | CLBFX / FFCMX | |
| Total Expense Ratio | 0.67 | 1.58 | 42% |
| Annual Report Gross Expense Ratio | 0.67 | 1.58 | 42% |
| Fund Existence | 23 years | 19 years | - |
| Gain YTD | 9.847 | 8.670 | 114% |
| Front Load | N/A | N/A | - |
| 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 | 1.34 | 148% |
| Returns for 1 year | 8.11 | 7.74 | 105% |
| Returns for 3 years | 31.15 | 15.38 | 203% |
| Returns for 5 years | 40.98 | 19.50 | 210% |
| Returns for 10 years | 82.32 | 35.87 | 230% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement