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CLVGX vs FAMRX

Both CLVGX and FAMRX are mutual funds. Below is the comparison between CLVGX and FAMRX.

CLVGX FAMRX
Security Type Mutual fund Mutual fund
Segment U.S. Balanced: Allocation--70% to 85% Equity U.S. Balanced: Allocation--70% to 85% Equity
Family N/A Fidelity Investments
Net Assets N/A $3.40B
Expense Ratio N/A 0.69%
Management Style active active
Dividend Yield N/A 0.72%
Minimum Investment $100,000.00 $2,500.00
YTD Return N/A 12.60%
1-Year Return N/A 3.44%
3-Year Return N/A 14.23%
5-Year Return N/A 13.97%
10-Year Return N/A 10.95%

CLVGX description

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CLVGX performance & returns

YTD Return N/A
1-Month Return N/A
3-Month Return N/A
1-Year Return N/A
3-Year Return N/A
5-Year Return N/A
10-Year Return N/A
CLVGX expense ratio is N/A.

CLVGX holdings

Top 10 Holdings (5.12% of Total Assets)

Name Symbol % Assets
Virtus Newfleet Multi-Sect Intrmdt Bd R6 N/A 5.12%

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FAMRX description

The Fund seeks to maximize total return over the long term by allocating its assets among stocks, bonds, short-term instruments, and other investments. The Fund's neutral mix is 85% stock class and 15% bond and short-term/money market class.

FAMRX performance & returns

YTD Return 12.60%
1-Month Return 0.95%
3-Month Return 3.44%
1-Year Return 3.44%
3-Year Return 14.23%
5-Year Return 13.97%
10-Year Return 10.95%
FAMRX expense ratio is 0.69%.

FAMRX holdings

Top 10 Holdings (20.76% of Total Assets)

Name Symbol % Assets
Microsoft Corp MSFT 3.71%
Apple Inc AAPL 3.45%
VanEck Vectors Gold Miners ETF GDX 2.55%
Fidelity Revere Str Tr N/A 2.12%
iShares MSCI Japan ETF EWJ 1.71%
Amazon.com Inc AMZN 1.60%
iShares 20+ Year Treasury Bond ETF TLT 1.54%
Fidelity Cent Invt Portfolios Ii N/A 1.46%
Alphabet Inc A GOOGL 1.42%
Facebook Inc A FB 1.20%

Other relevant FAMRX comparisons

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You can check out all comparisons Finny users have looked for here. Feel free to the browse the list and view the comparisons that are of an interest to you.
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