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CLBFX vs FFIMX
CLBFX vs FFIMX Comparison
Open Charts CLBFX vs FFIMX
American Funds American Balanced 529F
Price$38.94
Change-$0.48 (-1.22%)
VolumeN/A
Net Assets268.67B
Fidelity Advisor Asset Manager 50% I
Price$22.75
Change-$0.22 (-0.96%)
VolumeN/A
Net Assets10.08B
CLBFX vs FFIMX Comparison Chart in %
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CLBFX vs. FFIMX commentary
Nov 14, 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 Hold.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 269B vs. FFIMX (10.1B). FFIMX pays higher dividends than CLBFX: FFIMX (2.18) vs CLBFX (1.86). 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 : 11.05 vs. CLBFX (10.11). CLBFX return over 5 years is better than : 44.32 vs. FFIMX (26.01).
| 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 | 16.391 | 14.315 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 10.1B | 2,663% |
| Annual Yield % from dividends | 1.86 | 2.18 | 85% |
| Returns for 1 year | 10.11 | 11.05 | 91% |
| Returns for 3 years | 44.93 | 31.42 | 143% |
| Returns for 5 years | 44.32 | 26.01 | 170% |
| Returns for 10 years | 94.43 | 59.63 | 158% |
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