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CLBFX vs FFIMX
CLBFX vs FFIMX Comparison
Open Charts CLBFX vs FFIMX
American Funds American Balanced 529F
Price$38.22
Change-$0.06 (-0.16%)
VolumeN/A
Net Assets269.72B
Fidelity Advisor Asset Manager 50% I
Price$22.14
Change-$0.01 (-0.05%)
VolumeN/A
Net Assets10.34B
CLBFX vs FFIMX Comparison Chart in %
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CLBFX vs. FFIMX commentary
Jan 15, 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 CLBFX is a Hold and FFIMX is a Hold.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 270B vs. FFIMX (10.3B). FFIMX pays higher dividends than CLBFX: FFIMX (2.33) vs CLBFX (2.08). CLBFX was incepted earlier than FFIMX: CLBFX (23 years) vs FFIMX (19 years). CLBFX (0.67) is less costly to investors than FFIMX (0.60). 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). CLBFX annual gain was more profitable for investors over the last year : 14.42 vs. FFIMX (11.94). CLBFX return over 5 years is better than : 39.53 vs. FFIMX (17.75).
| CLBFX | FFIMX | CLBFX / FFIMX | |
| Total Expense Ratio | 0.67 | 0.57 | 118% |
| Annual Report Gross Expense Ratio | 0.67 | 0.60 | 112% |
| Fund Existence | 23 years | 19 years | - |
| Gain YTD | 2.357 | 1.746 | 135% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 10.3B | 2,621% |
| Annual Yield % from dividends | 2.08 | 2.33 | 90% |
| Returns for 1 year | 14.42 | 11.94 | 121% |
| Returns for 3 years | 38.39 | 29.11 | 132% |
| Returns for 5 years | 39.53 | 17.75 | 223% |
| Returns for 10 years | 105.76 | 69.03 | 153% |
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