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CLBCX vs FFIMX
CLBCX vs FFIMX Comparison
Open Charts CLBCX vs FFIMX
American Funds American Balanced 529C
Price$37.16
Change+$0.07 (+0.19%)
VolumeN/A
Net Assets254.37B
Fidelity Advisor Asset Manager 50% I
Price$21.86
Change+$0.03 (+0.14%)
VolumeN/A
Net Assets9.63B
CLBCX vs FFIMX Comparison Chart in %
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CLBCX vs. FFIMX commentary
Jul 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 CLBCX is a Buy and FFIMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 254B vs. FFIMX (9.63B). FFIMX pays higher dividends than CLBCX: FFIMX (2.26) vs CLBCX (1.13). 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 : 10.00 vs. CLBCX (9.42). CLBCX return over 5 years is better than : 36.20 vs. FFIMX (27.03).
| 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 | 8.536 | 8.301 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 9.63B | 2,638% |
| Annual Yield % from dividends | 1.13 | 2.26 | 50% |
| Returns for 1 year | 9.42 | 10.00 | 94% |
| Returns for 3 years | 32.73 | 23.40 | 140% |
| Returns for 5 years | 36.20 | 27.03 | 134% |
| Returns for 10 years | 64.69 | 46.86 | 138% |
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