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CLBFX vs FFIMX
CLBFX vs FFIMX Comparison
Open Charts CLBFX vs FFIMX
American Funds American Balanced 529F
Price$35.51
Change-$0.31 (-0.87%)
VolumeN/A
Net Assets246.53B
Fidelity Advisor Asset Manager 50% I
Price$21.19
Change-$0.17 (-0.80%)
VolumeN/A
Net Assets9.42B
CLBFX vs FFIMX Comparison Chart
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CLBFX 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 CLBFX is a Buy and FFIMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 247B vs. FFIMX (9.42B). FFIMX pays higher dividends than CLBFX: FFIMX (2.33) vs CLBFX (2.07). CLBFX was incepted earlier than FFIMX: CLBFX (23 years) vs FFIMX (19 years). CLBFX (0.67) is less costly to investors than FFIMX (0.58). CLBFX is a more actively managed with annual turnover of: 44.00 vs. FFIMX (12.00). FFIMX has a lower initial minimum investment than CLBFX: FFIMX (0) vs CLBFX (250). FFIMX annual gain was more profitable for investors over the last year : 7.09 vs. CLBFX (5.44). CLBFX return over 5 years is better than : 41.30 vs. FFIMX (28.21).
| CLBFX | FFIMX | CLBFX / FFIMX | |
| Total Expense Ratio | 0.67 | 0.58 | 116% |
| Annual Report Gross Expense Ratio | 0.67 | 0.58 | 116% |
| Fund Existence | 23 years | 19 years | - |
| Gain YTD | 4.519 | 5.164 | 88% |
| 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 | 2.07 | 2.33 | 89% |
| Returns for 1 year | 5.44 | 7.09 | 77% |
| Returns for 3 years | 34.29 | 23.96 | 143% |
| Returns for 5 years | 41.30 | 28.21 | 146% |
| Returns for 10 years | 73.68 | 41.03 | 180% |
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