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CLBAX vs FFIMX
CLBAX vs FFIMX Comparison
Open Charts CLBAX vs FFIMX
American Funds American Balanced 529A
Price$38.93
Change+$0.05 (+0.13%)
VolumeN/A
Net Assets265.62B
Fidelity Advisor Asset Manager 50% I
Price$22.63
Change+$0.01 (+0.04%)
VolumeN/A
Net Assets9.97B
CLBAX vs FFIMX Comparison Chart in %
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CLBAX vs. FFIMX commentary
Oct 19, 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 Hold.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 266B vs. FFIMX (9.97B). FFIMX pays higher dividends than CLBAX: FFIMX (2.18) vs CLBAX (1.76). CLBAX was incepted earlier than FFIMX: CLBAX (24 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 : 9.40 vs. CLBAX (8.72). CLBAX return over 5 years is better than : 43.96 vs. FFIMX (27.02).
| CLBAX | FFIMX | CLBAX / FFIMX | |
| Total Expense Ratio | 0.58 | 0.58 | 100% |
| Annual Report Gross Expense Ratio | 0.58 | 0.58 | 100% |
| Fund Existence | 24 years | 19 years | - |
| Gain YTD | 14.656 | 12.721 | 115% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 9.97B | 2,668% |
| Annual Yield % from dividends | 1.76 | 2.18 | 81% |
| Returns for 1 year | 8.72 | 9.40 | 93% |
| Returns for 3 years | 51.33 | 35.76 | 144% |
| Returns for 5 years | 43.96 | 27.02 | 163% |
| Returns for 10 years | 88.01 | 56.19 | 157% |
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