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CLBFX vs FFIMX
CLBFX vs FFIMX Comparison
Open Charts CLBFX vs FFIMX
American Funds American Balanced 529F
Price$37.32
Change-$0.09 (-0.24%)
VolumeN/A
Net Assets256.26B
Fidelity Advisor Asset Manager 50% I
Price$22.08
Change-$0.01 (-0.05%)
VolumeN/A
Net Assets9.62B
CLBFX vs FFIMX Comparison Chart in %
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CLBFX vs. FFIMX commentary
Aug 18, 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: 256B vs. FFIMX (9.62B). FFIMX pays higher dividends than CLBFX: FFIMX (2.27) vs CLBFX (1.97). 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 : 8.86 vs. CLBFX (8.11). CLBFX return over 5 years is better than : 40.98 vs. FFIMX (25.86).
| 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 | 9.847 | 9.391 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 9.62B | 2,662% |
| Annual Yield % from dividends | 1.97 | 2.27 | 87% |
| Returns for 1 year | 8.11 | 8.86 | 92% |
| Returns for 3 years | 31.15 | 19.03 | 164% |
| Returns for 5 years | 40.98 | 25.86 | 158% |
| Returns for 10 years | 82.32 | 48.77 | 169% |
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