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CLBFX vs FFTMX
CLBFX vs FFTMX Comparison
Open Charts CLBFX vs FFTMX
American Funds American Balanced 529F
Price$35.51
Change-$0.31 (-0.87%)
VolumeN/A
Net Assets244.39B
Fidelity Advisor Asset Manager 50% M
Price$21.10
Change-$0.17 (-0.80%)
VolumeN/A
Net Assets9.42B
CLBFX vs FFTMX Comparison Chart
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CLBFX vs. FFTMX 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 FFTMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 244B vs. FFTMX (9.42B). CLBFX pays higher dividends than FFTMX: CLBFX (2.07) vs FFTMX (1.85). 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). FFTMX (5.67) and CLBFX (5.44) have marching annual gain over last year. CLBFX return over 5 years is better than : 41.30 vs. FFTMX (24.00).
| 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 | 4.519 | 4.047 | 112% |
| Front Load | N/A | 4% | - |
| 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 | 1.85 | 112% |
| Returns for 1 year | 5.44 | 5.67 | 96% |
| Returns for 3 years | 34.29 | 21.06 | 163% |
| Returns for 5 years | 41.30 | 24.00 | 172% |
| Returns for 10 years | 73.68 | 33.39 | 221% |
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