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CLBAX vs FFIMX
CLBAX vs FFIMX Comparison
Open Charts CLBAX vs FFIMX
American Funds American Balanced 529A
Price$38.32
Change-$0.56 (-1.44%)
VolumeN/A
Net Assets269.72B
Fidelity Advisor Asset Manager 50% I
Price$22.30
Change-$0.34 (-1.50%)
VolumeN/A
Net Assets10.58B
CLBAX vs FFIMX Comparison Chart in %
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CLBAX vs. FFIMX commentary
Feb 04, 2026
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 Hold and FFIMX is a Buy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 270B vs. FFIMX (10.6B). FFIMX pays higher dividends than CLBAX: FFIMX (2.28) vs CLBAX (1.89). 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 (25.00). 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 : 11.35 vs. FFIMX (10.45). CLBAX return over 5 years is better than : 37.40 vs. FFIMX (17.14).
| 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 | 2.460 | 2.572 | 96% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 10.6B | 2,547% |
| Annual Yield % from dividends | 1.89 | 2.28 | 83% |
| Returns for 1 year | 11.35 | 10.45 | 109% |
| Returns for 3 years | 36.75 | 28.07 | 131% |
| Returns for 5 years | 37.40 | 17.14 | 218% |
| Returns for 10 years | 100.85 | 70.41 | 143% |
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