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CLBAX vs FFIMX
CLBAX vs FFIMX Comparison
Open Charts CLBAX vs FFIMX
American Funds American Balanced 529A
Price$35.56
Change-$0.31 (-0.86%)
VolumeN/A
Net Assets246.53B
Fidelity Advisor Asset Manager 50% I
Price$21.19
Change-$0.17 (-0.80%)
VolumeN/A
Net Assets9.42B
CLBAX vs FFIMX Comparison Chart
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CLBAX vs. FFIMX commentary
Jun 15, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 247B vs. FFIMX (9.42B). FFIMX pays higher dividends than CLBAX: FFIMX (2.33) vs CLBAX (1.91). CLBAX was incepted earlier than FFIMX: CLBAX (23 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 : 7.09 vs. CLBAX (5.26). CLBAX return over 5 years is better than : 40.12 vs. FFIMX (28.21).
| CLBAX | FFIMX | CLBAX / FFIMX | |
| Total Expense Ratio | 0.58 | 0.58 | 100% |
| Annual Report Gross Expense Ratio | 0.58 | 0.58 | 100% |
| Fund Existence | 23 years | 19 years | - |
| Gain YTD | 4.431 | 5.164 | 86% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 247B | 9.42B | 2,623% |
| Annual Yield % from dividends | 1.91 | 2.33 | 82% |
| Returns for 1 year | 5.26 | 7.09 | 74% |
| Returns for 3 years | 33.60 | 23.96 | 140% |
| Returns for 5 years | 40.12 | 28.21 | 142% |
| Returns for 10 years | 70.29 | 41.03 | 171% |
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