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CLBAX vs FFIMX
CLBAX vs FFIMX Comparison
Open Charts CLBAX vs FFIMX
American Funds American Balanced 529A
Price$38.43
Change+$0.11 (+0.29%)
VolumeN/A
Net Assets262.75B
Fidelity Advisor Asset Manager 50% I
Price$22.52
Change+$0.07 (+0.31%)
VolumeN/A
Net Assets9.76B
CLBAX vs FFIMX Comparison Chart in %
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CLBAX vs. FFIMX commentary
Sep 28, 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 Hold and FFIMX is a Hold.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 263B vs. FFIMX (9.76B). FFIMX pays higher dividends than CLBAX: FFIMX (2.23) vs CLBAX (1.80). 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). CLBAX (7.82) and FFIMX (7.71) have marching annual gain over last year. CLBAX return over 5 years is better than : 45.97 vs. FFIMX (29.50).
| 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 | 12.860 | 11.571 | 111% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 9.76B | 2,694% |
| Annual Yield % from dividends | 1.80 | 2.23 | 80% |
| Returns for 1 year | 7.82 | 7.71 | 101% |
| Returns for 3 years | 51.69 | 36.05 | 143% |
| Returns for 5 years | 45.97 | 29.50 | 156% |
| Returns for 10 years | 95.16 | 61.29 | 155% |
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