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CLBAX vs FFIMX
CLBAX vs FFIMX Comparison
Open Charts CLBAX vs FFIMX
American Funds American Balanced 529A
Price$35.76
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets243.43B
Fidelity Advisor Asset Manager 50% I
Price$21.21
Change+$0.04 (+0.19%)
VolumeN/A
Net Assets9.42B
CLBAX vs FFIMX Comparison Chart
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CLBAX vs. FFIMX commentary
Jun 07, 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 CLBAX is a Buy and FFIMX is a Buy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 243B vs. FFIMX (9.42B). FFIMX pays higher dividends than CLBAX: FFIMX (2.33) vs CLBAX (1.91). CLBAX was incepted earlier than FFIMX: CLBAX (23 years) vs FFIMX (19 years). CLBAX (0.58) and FFIMX (0.58) have similar cost to investors . CLBAX is a more actively managed with annual turnover of: 44.00 vs. FFIMX (12.00). FFIMX has a lower initial minimum investment than CLBAX: FFIMX (0) vs CLBAX (250). CLBAX annual gain was more profitable for investors over the last year : 7.12 vs. FFIMX (6.19). CLBAX return over 5 years is better than : 36.50 vs. FFIMX (24.76).
| CLBAX | FFIMX | CLBAX / FFIMX | |
| Total Expense Ratio | 0.58 | 0.58 | 100% |
| Annual Report Gross Expense Ratio | 0.58 | 0.58 | 100% |
| Fund Existence | 23 years | 19 years | - |
| Gain YTD | 4.703 | 4.229 | 111% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 243B | 9.42B | 2,580% |
| Annual Yield % from dividends | 1.91 | 2.33 | 82% |
| Returns for 1 year | 7.12 | 6.19 | 115% |
| Returns for 3 years | 23.47 | 14.68 | 160% |
| Returns for 5 years | 36.50 | 24.76 | 147% |
| Returns for 10 years | 71.97 | 40.58 | 177% |
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