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CLBFX vs FFCMX
CLBFX vs FFCMX Comparison
Open Charts CLBFX vs FFCMX
American Funds American Balanced 529F
Price$35.51
Change-$0.31 (-0.87%)
VolumeN/A
Net Assets244.39B
Fidelity Advisor Asset Manager 50% C
Price$20.88
Change-$0.17 (-0.81%)
VolumeN/A
Net Assets9.42B
CLBFX vs FFCMX Comparison Chart
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CLBFX vs. FFCMX commentary
Jun 15, 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: 244B vs. FFCMX (9.42B). CLBFX pays higher dividends than FFCMX: CLBFX (2.07) vs FFCMX (1.36). 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 : 5.44 vs. FFCMX (5.13). CLBFX return over 5 years is better than : 41.30 vs. FFCMX (20.77).
| 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 | 4.519 | 3.800 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244B | 9.42B | 2,591% |
| Annual Yield % from dividends | 2.07 | 1.36 | 152% |
| Returns for 1 year | 5.44 | 5.13 | 106% |
| Returns for 3 years | 34.29 | 19.18 | 179% |
| Returns for 5 years | 41.30 | 20.77 | 199% |
| Returns for 10 years | 73.68 | 27.83 | 265% |
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