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CLBAX vs FFIMX
CLBAX vs FFIMX Comparison
Open Charts CLBAX vs FFIMX
American Funds American Balanced 529A
Price$36.80
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
Fidelity Advisor Asset Manager 50% I
Price$21.80
Change+$0.05 (+0.23%)
VolumeN/A
Net Assets9.63B
CLBAX vs FFIMX Comparison Chart in %
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CLBAX vs. FFIMX 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 CLBAX is a Buy and FFIMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 252B vs. FFIMX (9.63B). FFIMX pays higher dividends than CLBAX: FFIMX (2.26) vs CLBAX (1.84). CLBAX was incepted earlier than FFIMX: CLBAX (23 years) vs FFIMX (19 years). CLBAX (0.58) and FFIMX (0.58) have similar cost to investors . CLBAX is a more actively managed with annual turnover of: 44.00 vs. FFIMX (12.00). FFIMX has a lower initial minimum investment than CLBAX: FFIMX (0) vs CLBAX (250). FFIMX annual gain was more profitable for investors over the last year : 8.34 vs. CLBAX (7.84). CLBAX return over 5 years is better than : 43.26 vs. FFIMX (28.27).
| CLBAX | FFIMX | CLBAX / FFIMX | |
| Total Expense Ratio | 0.58 | 0.58 | 100% |
| Annual Report Gross Expense Ratio | 0.58 | 0.58 | 100% |
| Fund Existence | 23 years | 19 years | - |
| Gain YTD | 8.073 | 7.331 | 110% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 9.63B | 2,618% |
| Annual Yield % from dividends | 1.84 | 2.26 | 81% |
| Returns for 1 year | 7.84 | 8.34 | 94% |
| Returns for 3 years | 36.14 | 24.12 | 150% |
| Returns for 5 years | 43.26 | 28.27 | 153% |
| Returns for 10 years | 77.55 | 45.80 | 169% |
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