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CLBFX vs FFTMX
CLBFX vs FFTMX Comparison
Open Charts CLBFX vs FFTMX
American Funds American Balanced 529F
Price$37.32
Change-$0.09 (-0.24%)
VolumeN/A
Net Assets256.26B
Fidelity Advisor Asset Manager 50% M
Price$21.99
Change-$0.01 (-0.05%)
VolumeN/A
Net Assets9.62B
CLBFX vs FFTMX Comparison Chart in %
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CLBFX vs. FFTMX commentary
Aug 17, 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: 256B vs. FFTMX (9.62B). CLBFX pays higher dividends than FFTMX: CLBFX (1.97) vs FFTMX (1.81). 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 (8.31) and CLBFX (8.11) have marching annual gain over last year. CLBFX return over 5 years is better than : 40.98 vs. FFTMX (22.67).
| 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 | 9.847 | 9.008 | 109% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 9.62B | 2,662% |
| Annual Yield % from dividends | 1.97 | 1.81 | 109% |
| Returns for 1 year | 8.11 | 8.31 | 98% |
| Returns for 3 years | 31.15 | 17.20 | 181% |
| Returns for 5 years | 40.98 | 22.67 | 181% |
| Returns for 10 years | 82.32 | 41.85 | 197% |
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