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CLBFX vs FFIMX
CLBFX vs FFIMX Comparison
Open Charts CLBFX vs FFIMX
American Funds American Balanced 529F
Price$38.87
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.62B
Fidelity Advisor Asset Manager 50% I
Price$22.63
Change+$0.01 (+0.04%)
VolumeN/A
Net Assets9.97B
CLBFX vs FFIMX Comparison Chart in %
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CLBFX vs. FFIMX commentary
Oct 19, 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: 266B vs. FFIMX (9.97B). FFIMX pays higher dividends than CLBFX: FFIMX (2.18) vs CLBFX (1.89). 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 : 9.40 vs. CLBFX (8.84). CLBFX return over 5 years is better than : 45.11 vs. FFIMX (27.02).
| 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 | 14.767 | 12.721 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 9.97B | 2,668% |
| Annual Yield % from dividends | 1.89 | 2.18 | 87% |
| Returns for 1 year | 8.84 | 9.40 | 94% |
| Returns for 3 years | 52.03 | 35.76 | 146% |
| Returns for 5 years | 45.11 | 27.02 | 167% |
| Returns for 10 years | 91.64 | 56.19 | 163% |
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