Interact to see
Advertisement
Advertisement
CLBAX vs FFIMX
CLBAX vs FFIMX Comparison
Open Charts CLBAX vs FFIMX
American Funds American Balanced 529A
Price$38.98
Change-$0.49 (-1.24%)
VolumeN/A
Net Assets268.67B
Fidelity Advisor Asset Manager 50% I
Price$22.75
Change-$0.22 (-0.96%)
VolumeN/A
Net Assets10.08B
CLBAX vs FFIMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CLBAX vs. FFIMX commentary
Nov 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 Buy and FFIMX is a Hold.
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 (1.73). 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 : 11.41 vs. CLBAX (8.74). CLBAX return over 5 years is better than : 41.36 vs. FFIMX (26.12).
| 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 | 14.803 | 14.414 | 103% |
| 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 | 1.73 | 2.18 | 79% |
| Returns for 1 year | 8.74 | 11.41 | 77% |
| Returns for 3 years | 43.29 | 32.24 | 134% |
| Returns for 5 years | 41.36 | 26.12 | 158% |
| Returns for 10 years | 86.58 | 58.72 | 147% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| THNR | 24.89 | 0.42 | +1.73% |
| Amplify Weight Loss Drug & Treatment ETF | |||
| GENT | 10.40 | 0.02 | +0.19% |
| Genter Capital Taxable Qual Interm ETF | |||
| JSCP | 47.48 | -0.06 | -0.13% |
| JPMorgan Short Duration Core Plus ETF | |||
| BAMA | 33.78 | -0.35 | -1.03% |
| Brookstone Active ETF | |||
| KORU | 160.35 | -10.12 | -5.94% |
| Direxion Daily South Korea Bull 3X ETF | |||