Interact to see
Advertisement
Advertisement
CLBAX vs FFIMX
CLBAX vs FFIMX Comparison
Open Charts CLBAX vs FFIMX
American Funds American Balanced 529A
Price$37.52
Change-$0.14 (-0.37%)
VolumeN/A
Net Assets255.46B
Fidelity Advisor Asset Manager 50% I
Price$22.11
Change-$0.09 (-0.41%)
VolumeN/A
Net Assets9.62B
CLBAX vs FFIMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CLBAX vs. FFIMX commentary
Sep 02, 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: 255B vs. FFIMX (9.62B). FFIMX pays higher dividends than CLBAX: FFIMX (2.23) vs CLBAX (1.80). 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 (7.87) and CLBAX (7.69) have marching annual gain over last year. CLBAX return over 5 years is better than : 38.63 vs. FFIMX (24.04).
| 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 | 10.187 | 9.540 | 107% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 255B | 9.62B | 2,652% |
| Annual Yield % from dividends | 1.80 | 2.23 | 80% |
| Returns for 1 year | 7.69 | 7.87 | 98% |
| Returns for 3 years | 37.23 | 24.29 | 153% |
| Returns for 5 years | 38.63 | 24.04 | 161% |
| Returns for 10 years | 89.74 | 55.66 | 161% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement