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CLBAX vs FFIMX
CLBAX vs FFIMX Comparison
Open Charts CLBAX vs FFIMX
American Funds American Balanced 529A
Price$33.40
Change+$1.62 (+5.10%)
VolumeN/A
Net Assets219.52B
Fidelity Advisor Asset Manager 50% I
Price$19.84
Change+$0.77 (+4.04%)
VolumeN/A
Net Assets9.28B
CLBAX vs FFIMX Comparison Chart
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CLBAX vs. FFIMX commentary
Apr 11, 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: 220B vs. FFIMX (9.28B). FFIMX pays higher dividends than CLBAX: FFIMX (2.36) vs CLBAX (1.98). CLBAX was incepted earlier than FFIMX: CLBAX (23 years) vs FFIMX (19 years). CLBAX (0.60) and FFIMX (0.58) have similar cost to investors . 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). FFIMX annual gain was more profitable for investors over the last year : -3.11 vs. CLBAX (-3.59). CLBAX return over 5 years is better than : 31.84 vs. FFIMX (23.47).
| CLBAX | FFIMX | CLBAX / FFIMX | |
| Total Expense Ratio | 0.60 | 0.58 | 103% |
| Annual Report Gross Expense Ratio | 0.60 | 0.58 | 103% |
| Fund Existence | 23 years | 19 years | - |
| Gain YTD | -6.950 | -6.110 | 114% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 220B | 9.28B | 2,370% |
| Annual Yield % from dividends | 1.98 | 2.36 | 84% |
| Returns for 1 year | -3.59 | -3.11 | 115% |
| Returns for 3 years | 6.11 | -1.09 | -560% |
| Returns for 5 years | 31.84 | 23.47 | 136% |
| Returns for 10 years | 51.06 | 24.84 | 206% |
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