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CLBFX vs FFCMX
CLBFX vs FFCMX Comparison
Open Charts CLBFX vs FFCMX
American Funds American Balanced 529F
Price$37.07
Change+$0.07 (+0.19%)
VolumeN/A
Net Assets254.37B
Fidelity Advisor Asset Manager 50% C
Price$21.56
Change+$0.02 (+0.09%)
VolumeN/A
Net Assets9.63B
CLBFX vs FFCMX Comparison Chart in %
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CLBFX vs. FFCMX commentary
Jul 27, 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: 254B vs. FFCMX (9.63B). CLBFX pays higher dividends than FFCMX: CLBFX (1.99) vs FFCMX (1.32). 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 : 10.40 vs. FFCMX (8.87). CLBFX return over 5 years is better than : 42.59 vs. FFCMX (20.61).
| 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 | 9.111 | 7.621 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 9.63B | 2,638% |
| Annual Yield % from dividends | 1.99 | 1.32 | 151% |
| Returns for 1 year | 10.40 | 8.87 | 117% |
| Returns for 3 years | 36.42 | 19.61 | 186% |
| Returns for 5 years | 42.59 | 20.61 | 207% |
| Returns for 10 years | 81.10 | 34.08 | 238% |