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CLBAX vs FFIMX
CLBAX vs FFIMX Comparison
Open Charts CLBAX vs FFIMX
American Funds American Balanced 529A
Price$34.93
Change+$0.22 (+0.63%)
VolumeN/A
Net Assets240.18B
Fidelity Advisor Asset Manager 50% I
Price$20.62
Change+$0.08 (+0.39%)
VolumeN/A
Net Assets9.52B
CLBAX vs FFIMX Comparison Chart
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CLBAX vs. FFIMX commentary
Jan 19, 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 Hold.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 240B 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 : 12.29 vs. FFIMX (9.38). CLBAX return over 5 years is better than : 31.49 vs. FFIMX (20.02).
| CLBAX | FFIMX | CLBAX / FFIMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 18 years | - |
| Gain YTD | 1.956 | 1.128 | 173% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 240B | 9.52B | 2,521% |
| Annual Yield % from dividends | 2.23 | 2.08 | 107% |
| Returns for 1 year | 12.29 | 9.38 | 131% |
| Returns for 3 years | 13.84 | 2.68 | 517% |
| Returns for 5 years | 31.49 | 20.02 | 157% |
| Returns for 10 years | 69.06 | 39.85 | 173% |
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