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CLBCX vs FFIMX
CLBCX vs FFIMX Comparison
Open Charts CLBCX vs FFIMX
American Funds American Balanced 529C
Price$35.63
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
CLBCX vs FFIMX Comparison Chart
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CLBCX 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 CLBCX is a Buy and FFIMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 247B vs. FFIMX (9.42B). FFIMX pays higher dividends than CLBCX: FFIMX (2.33) vs CLBCX (1.18). CLBCX was incepted earlier than FFIMX: CLBCX (23 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 : 7.09 vs. CLBCX (4.49). CLBCX return over 5 years is better than : 34.93 vs. FFIMX (28.21).
| CLBCX | FFIMX | CLBCX / FFIMX | |
| Total Expense Ratio | 1.35 | 0.58 | 233% |
| Annual Report Gross Expense Ratio | 1.35 | 0.58 | 233% |
| Fund Existence | 23 years | 19 years | - |
| Gain YTD | 4.067 | 5.164 | 79% |
| Front Load | N/A | 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 | 1.18 | 2.33 | 51% |
| Returns for 1 year | 4.49 | 7.09 | 63% |
| Returns for 3 years | 30.63 | 23.96 | 128% |
| Returns for 5 years | 34.93 | 28.21 | 124% |
| Returns for 10 years | 57.89 | 41.03 | 141% |
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