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CLBAX vs FFIMX
CLBAX vs FFIMX Comparison
Open Charts CLBAX vs FFIMX
American Funds American Balanced 529A
Price$38.62
Change-$0.16 (-0.41%)
VolumeN/A
Net Assets263.89B
Fidelity Advisor Asset Manager 50% I
Price$22.49
Change-$0.11 (-0.49%)
VolumeN/A
Net Assets10.08B
CLBAX vs FFIMX Comparison Chart in %
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CLBAX vs. FFIMX commentary
Nov 20, 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 Hold.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 264B vs. FFIMX (10.1B). FFIMX pays higher dividends than CLBAX: FFIMX (2.18) vs CLBAX (1.73). CLBAX was incepted earlier than FFIMX: CLBAX (24 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). FFIMX annual gain was more profitable for investors over the last year : 10.25 vs. CLBAX (8.81). CLBAX return over 5 years is better than : 39.86 vs. FFIMX (23.47).
| CLBAX | FFIMX | CLBAX / FFIMX | |
| Total Expense Ratio | 0.58 | 0.58 | 100% |
| Annual Report Gross Expense Ratio | 0.58 | 0.58 | 100% |
| Fund Existence | 24 years | 19 years | - |
| Gain YTD | 13.743 | 12.571 | 109% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 264B | 10.1B | 2,614% |
| Annual Yield % from dividends | 1.73 | 2.18 | 79% |
| Returns for 1 year | 8.81 | 10.25 | 86% |
| Returns for 3 years | 41.33 | 29.77 | 139% |
| Returns for 5 years | 39.86 | 23.47 | 170% |
| Returns for 10 years | 82.79 | 54.78 | 151% |
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