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CLBFX vs FFTMX
CLBFX vs FFTMX Comparison
Open Charts CLBFX vs FFTMX
American Funds American Balanced 529F
Price$36.75
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
Fidelity Advisor Asset Manager 50% M
Price$21.70
Change+$0.05 (+0.23%)
VolumeN/A
Net Assets9.63B
CLBFX vs FFTMX Comparison Chart in %
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CLBFX vs. FFTMX commentary
Jul 07, 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 FFTMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 252B vs. FFTMX (9.63B). CLBFX pays higher dividends than FFTMX: CLBFX (1.99) vs FFTMX (1.79). CLBFX was incepted earlier than FFTMX: CLBFX (23 years) vs FFTMX (19 years). FFTMX (1.08) is less costly to investors than CLBFX (0.67). CLBFX is a more actively managed with annual turnover of: 44.00 vs. FFTMX (12.00). FFTMX has a lower initial minimum investment than CLBFX: FFTMX (0) vs CLBFX (250). CLBFX (8.02) and FFTMX (7.77) have marching annual gain over last year. CLBFX return over 5 years is better than : 44.49 vs. FFTMX (25.00).
| CLBFX | FFTMX | CLBFX / FFTMX | |
| Total Expense Ratio | 0.67 | 1.08 | 62% |
| Annual Report Gross Expense Ratio | 0.67 | 1.08 | 62% |
| Fund Existence | 23 years | 19 years | - |
| Gain YTD | 8.169 | 7.006 | 117% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 9.63B | 2,618% |
| Annual Yield % from dividends | 1.99 | 1.79 | 111% |
| Returns for 1 year | 8.02 | 7.77 | 103% |
| Returns for 3 years | 36.80 | 22.17 | 166% |
| Returns for 5 years | 44.49 | 25.00 | 178% |
| Returns for 10 years | 81.14 | 38.92 | 208% |
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