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CLBAX vs FFIMX
CLBAX vs FFIMX Comparison
Open Charts CLBAX vs FFIMX
American Funds American Balanced 529A
Price$35.25
Change-$0.35 (-0.98%)
VolumeN/A
Net Assets242.17B
Fidelity Advisor Asset Manager 50% I
Price$20.91
Change-$0.14 (-0.67%)
VolumeN/A
Net Assets9.66B
CLBAX vs FFIMX Comparison Chart
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CLBAX vs. FFIMX commentary
Feb 23, 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 Hold and FFIMX is a Buy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 242B vs. FFIMX (9.66B). CLBAX pays higher dividends than FFIMX: CLBAX (2.23) vs FFIMX (2.08). CLBAX was incepted earlier than FFIMX: CLBAX (23 years) vs FFIMX (18 years). CLBAX is a more actively managed with annual turnover of: 171.00 vs. FFIMX (20.00). 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 : 9.22 vs. FFIMX (7.68). CLBAX return over 5 years is better than : 31.74 vs. FFIMX (20.94).
| CLBAX | FFIMX | CLBAX / FFIMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 18 years | - |
| Gain YTD | 2.890 | 2.550 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 242B | 9.66B | 2,504% |
| Annual Yield % from dividends | 2.23 | 2.08 | 107% |
| Returns for 1 year | 9.22 | 7.68 | 120% |
| Returns for 3 years | 19.12 | 7.26 | 263% |
| Returns for 5 years | 31.74 | 20.94 | 152% |
| Returns for 10 years | 65.36 | 37.60 | 174% |
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