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CLBAX vs FFIMX
CLBAX vs FFIMX Comparison
Open Charts CLBAX vs FFIMX
American Funds American Balanced 529A
Price$39.65
Change-$0.50 (-1.25%)
VolumeN/A
Net Assets269.37B
Fidelity Advisor Asset Manager 50% I
Price$22.89
Change-$0.17 (-0.74%)
VolumeN/A
Net Assets10.09B
CLBAX vs FFIMX Comparison Chart in %
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CLBAX vs. FFIMX commentary
Dec 14, 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 StrongBuy and FFIMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 269B vs. FFIMX (10.1B). FFIMX pays higher dividends than CLBAX: FFIMX (2.18) vs CLBAX (1.70). CLBAX was incepted earlier than FFIMX: CLBAX (24 years) vs FFIMX (19 years). FFIMX (0.60) and CLBAX (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). CLBAX annual gain was more profitable for investors over the last year : 10.62 vs. FFIMX (9.63). CLBAX return over 5 years is better than : 42.60 vs. FFIMX (23.26).
| CLBAX | FFIMX | CLBAX / FFIMX | |
| Total Expense Ratio | 0.58 | 0.57 | 102% |
| Annual Report Gross Expense Ratio | 0.58 | 0.60 | 97% |
| Fund Existence | 24 years | 19 years | - |
| Gain YTD | 18.249 | 14.763 | 124% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 10.1B | 2,663% |
| Annual Yield % from dividends | 1.70 | 2.18 | 78% |
| Returns for 1 year | 10.62 | 9.63 | 110% |
| Returns for 3 years | 44.58 | 30.34 | 147% |
| Returns for 5 years | 42.60 | 23.26 | 183% |
| Returns for 10 years | 93.67 | 68.17 | 137% |
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