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CLBCX vs FFIMX
CLBCX vs FFIMX Comparison
Open Charts CLBCX vs FFIMX
American Funds American Balanced 529C
Price$34.97
Change+$0.21 (+0.60%)
VolumeN/A
Net Assets240.18B
Fidelity Advisor Asset Manager 50% I
Price$20.62
Change+$0.08 (+0.39%)
VolumeN/A
Net Assets9.52B
CLBCX vs FFIMX Comparison Chart
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CLBCX 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 CLBCX is a Buy and FFIMX is a Hold.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 240B vs. FFIMX (9.52B). FFIMX pays higher dividends than CLBCX: FFIMX (2.08) vs CLBCX (1.52). CLBCX was incepted earlier than FFIMX: CLBCX (23 years) vs FFIMX (18 years). CLBCX is a more actively managed with annual turnover of: 171.00 vs. FFIMX (20.00). FFIMX has a lower initial minimum investment than CLBCX: FFIMX (0) vs CLBCX (250). CLBCX annual gain was more profitable for investors over the last year : 11.42 vs. FFIMX (9.38). CLBCX return over 5 years is better than : 26.62 vs. FFIMX (20.02).
| CLBCX | FFIMX | CLBCX / 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 | 1.894 | 1.128 | 168% |
| 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 | 1.52 | 2.08 | 73% |
| Returns for 1 year | 11.42 | 9.38 | 122% |
| Returns for 3 years | 11.24 | 2.68 | 420% |
| Returns for 5 years | 26.62 | 20.02 | 133% |
| Returns for 10 years | 56.78 | 39.85 | 142% |
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