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CLBCX vs FFIMX
CLBCX vs FFIMX Comparison
Open Charts CLBCX vs FFIMX
American Funds American Balanced 529C
Price$39.01
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
CLBCX vs FFIMX Comparison Chart in %
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CLBCX 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 CLBCX is a Buy and FFIMX is a Hold.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 269B vs. FFIMX (10.1B). FFIMX pays higher dividends than CLBCX: FFIMX (2.18) vs CLBCX (1.04). CLBCX was incepted earlier than FFIMX: CLBCX (24 years) vs FFIMX (19 years). CLBCX (1.35) is less costly to investors than FFIMX (0.58). CLBCX is a more actively managed with annual turnover of: 44.00 vs. FFIMX (12.00). FFIMX has a lower initial minimum investment than CLBCX: FFIMX (0) vs CLBCX (250). FFIMX annual gain was more profitable for investors over the last year : 11.05 vs. CLBCX (9.13). CLBCX return over 5 years is better than : 37.82 vs. FFIMX (26.01).
| CLBCX | FFIMX | CLBCX / FFIMX | |
| Total Expense Ratio | 1.35 | 0.58 | 233% |
| Annual Report Gross Expense Ratio | 1.35 | 0.58 | 233% |
| Fund Existence | 24 years | 19 years | - |
| Gain YTD | 15.461 | 14.315 | 108% |
| Front Load | N/A | 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 | 1.04 | 2.18 | 48% |
| Returns for 1 year | 9.13 | 11.05 | 83% |
| Returns for 3 years | 41.00 | 31.42 | 130% |
| Returns for 5 years | 37.82 | 26.01 | 145% |
| Returns for 10 years | 76.85 | 59.63 | 129% |
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