CLBAX
Price
$36.80
Change
+$0.18 (+0.49%)
Updated
Jul 3 closing price
Net Assets
252.39B
FFIMX
Price
$21.80
Change
+$0.05 (+0.23%)
Updated
Jul 3 closing price
Net Assets
9.63B
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CLBAX vs FFIMX

Header iconCLBAX vs FFIMX Comparison
Open Charts CLBAX vs FFIMXBanner chart's image
American Funds American Balanced 529A
Price$36.80
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
Fidelity Advisor Asset Manager 50% I
Price$21.80
Change+$0.05 (+0.23%)
VolumeN/A
Net Assets9.63B
CLBAX vs FFIMX Comparison Chart in %
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CLBAX vs. FFIMX commentary
Jul 07, 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.

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FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 252B vs. FFIMX (9.63B). FFIMX pays higher dividends than CLBAX: FFIMX (2.26) vs CLBAX (1.84). 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 : 8.34 vs. CLBAX (7.84). CLBAX return over 5 years is better than : 43.26 vs. FFIMX (28.27).
CLBAXFFIMXCLBAX / FFIMX
Total Expense Ratio0.580.58100%
Annual Report Gross Expense Ratio0.580.58100%
Fund Existence23 years19 years-
Gain YTD8.0737.331110%
Front Load4%N/A-
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets252B9.63B2,618%
Annual Yield % from dividends1.842.2681%
Returns for 1 year7.848.3494%
Returns for 3 years36.1424.12150%
Returns for 5 years43.2628.27153%
Returns for 10 years77.5545.80169%
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