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CLBCX vs FFIMX
CLBCX vs FFIMX Comparison
Open Charts CLBCX vs FFIMX
American Funds American Balanced 529C
Price$38.36
Change-$0.57 (-1.46%)
VolumeN/A
Net Assets269.72B
Fidelity Advisor Asset Manager 50% I
Price$22.30
Change-$0.34 (-1.50%)
VolumeN/A
Net Assets10.58B
CLBCX vs FFIMX Comparison Chart in %
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CLBCX vs. FFIMX commentary
Feb 04, 2026
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 Hold and FFIMX is a Buy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 270B vs. FFIMX (10.6B). FFIMX pays higher dividends than CLBCX: FFIMX (2.28) vs CLBCX (1.19). CLBCX was incepted earlier than FFIMX: CLBCX (24 years) vs FFIMX (19 years). CLBCX (1.35) is less costly to investors than FFIMX (0.60). CLBCX is a more actively managed with annual turnover of: 44.00 vs. FFIMX (25.00). FFIMX has a lower initial minimum investment than CLBCX: FFIMX (0) vs CLBCX (250). CLBCX (10.51) and FFIMX (10.45) have marching annual gain over last year. CLBCX return over 5 years is better than : 32.27 vs. FFIMX (17.14).
| CLBCX | FFIMX | CLBCX / FFIMX | |
| Total Expense Ratio | 1.35 | 0.57 | 237% |
| Annual Report Gross Expense Ratio | 1.35 | 0.60 | 225% |
| Fund Existence | 24 years | 19 years | - |
| Gain YTD | 2.375 | 2.572 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 10.6B | 2,547% |
| Annual Yield % from dividends | 1.19 | 2.28 | 52% |
| Returns for 1 year | 10.51 | 10.45 | 101% |
| Returns for 3 years | 33.67 | 28.07 | 120% |
| Returns for 5 years | 32.27 | 17.14 | 188% |
| Returns for 10 years | 86.26 | 70.41 | 123% |
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