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CLBAX
Price
$36.06
Change
-$0.33 (-0.91%)
Updated
Nov 15 closing price
FFIMX
Price
$20.92
Change
-$0.14 (-0.66%)
Updated
Nov 15 closing price
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CLBAX vs FFIMX

Header iconCLBAX vs FFIMX Comparison
Open Charts CLBAX vs FFIMXBanner chart's image
American Funds American Balanced 529A
Price$36.06
Change-$0.33 (-0.91%)
VolumeN/A
CapitalizationN/A
Fidelity Advisor Asset Manager 50% I
Price$20.92
Change-$0.14 (-0.66%)
VolumeN/A
CapitalizationN/A
CLBAX vs FFIMX Comparison Chart
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CLBAX vs. FFIMX commentary
Nov 18, 2024

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 StrongBuy and FFIMX is a Buy.

FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 236B vs. FFIMX (9.52B). 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 : 20.85 vs. FFIMX (15.20). CLBAX return over 5 years is better than : 37.36 vs. FFIMX (22.86).
CLBAXFFIMXCLBAX / FFIMX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence23 years18 years-
Gain YTD14.0338.722161%
Front LoadN/AN/A-
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets236B9.52B2,479%
Annual Yield % from dividends2.232.08107%
Returns for 1 year20.8515.20137%
Returns for 3 years11.92-1.69-707%
Returns for 5 years37.3622.86163%
Returns for 10 years63.2331.06204%
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