Interact to see
Advertisement
Advertisement
CLBAX vs FFIMX
CLBAX vs FFIMX Comparison
Open Charts CLBAX vs FFIMX
American Funds American Balanced 529A
Price$38.95
Change+$0.06 (+0.15%)
VolumeN/A
Net Assets265.73B
Fidelity Advisor Asset Manager 50% I
Price$22.69
Change+$0.03 (+0.13%)
VolumeN/A
Net Assets9.97B
CLBAX vs FFIMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CLBAX vs. FFIMX commentary
Oct 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 266B vs. FFIMX (9.97B). FFIMX pays higher dividends than CLBAX: FFIMX (2.18) vs CLBAX (1.76). 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). CLBAX (9.62) and FFIMX (9.55) have marching annual gain over last year. CLBAX return over 5 years is better than : 45.52 vs. FFIMX (28.50).
| 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 | 14.715 | 12.870 | 114% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 9.97B | 2,668% |
| Annual Yield % from dividends | 1.76 | 2.18 | 81% |
| Returns for 1 year | 9.62 | 9.55 | 101% |
| Returns for 3 years | 52.25 | 36.24 | 144% |
| Returns for 5 years | 45.52 | 28.50 | 160% |
| Returns for 10 years | 89.65 | 56.95 | 157% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement