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CLBAX vs FFIMX
CLBAX vs FFIMX Comparison
Open Charts CLBAX vs FFIMX
American Funds American Balanced 529A
Price$36.68
Change-$0.26 (-0.70%)
VolumeN/A
Net Assets251.16B
Fidelity Advisor Asset Manager 50% I
Price$21.60
Change-$0.10 (-0.46%)
VolumeN/A
Net Assets9.62B
CLBAX vs FFIMX Comparison Chart in %
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CLBAX vs. FFIMX commentary
Aug 03, 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: 251B vs. FFIMX (9.62B). FFIMX pays higher dividends than CLBAX: FFIMX (2.27) vs CLBAX (1.82). 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). FFIMX (7.79) and CLBAX (7.49) have marching annual gain over last year. CLBAX return over 5 years is better than : 39.06 vs. FFIMX (24.60).
| 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 | 7.720 | 7.013 | 110% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 251B | 9.62B | 2,610% |
| Annual Yield % from dividends | 1.82 | 2.27 | 80% |
| Returns for 1 year | 7.49 | 7.79 | 96% |
| Returns for 3 years | 31.88 | 19.49 | 164% |
| Returns for 5 years | 39.06 | 24.60 | 159% |
| Returns for 10 years | 74.70 | 44.78 | 167% |
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