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CLBFX vs FFCMX
CLBFX vs FFCMX Comparison
Open Charts CLBFX vs FFCMX
American Funds American Balanced 529F
Price$38.37
Change+$0.11 (+0.29%)
VolumeN/A
Net Assets262.75B
Fidelity Advisor Asset Manager 50% C
Price$22.18
Change+$0.07 (+0.32%)
VolumeN/A
Net Assets9.76B
CLBFX vs FFCMX Comparison Chart in %
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CLBFX vs. FFCMX commentary
Sep 28, 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 Hold and FFCMX is a Hold.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 263B vs. FFCMX (9.76B). CLBFX pays higher dividends than FFCMX: CLBFX (1.94) vs FFCMX (1.31). 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 annual gain was more profitable for investors over the last year : 7.93 vs. FFCMX (6.30). CLBFX return over 5 years is better than : 47.10 vs. FFCMX (22.58).
| 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 | 12.937 | 10.367 | 125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 9.76B | 2,694% |
| Annual Yield % from dividends | 1.94 | 1.31 | 148% |
| Returns for 1 year | 7.93 | 6.30 | 126% |
| Returns for 3 years | 52.34 | 31.46 | 166% |
| Returns for 5 years | 47.10 | 22.58 | 209% |
| Returns for 10 years | 98.95 | 46.84 | 211% |
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