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CLBCX vs FFIMX
CLBCX vs FFIMX Comparison
Open Charts CLBCX vs FFIMX
American Funds American Balanced 529C
Price$38.64
Change-$0.17 (-0.44%)
VolumeN/A
Net Assets263.89B
Fidelity Advisor Asset Manager 50% I
Price$22.49
Change-$0.11 (-0.49%)
VolumeN/A
Net Assets10.08B
CLBCX vs FFIMX Comparison Chart in %
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CLBCX vs. FFIMX commentary
Nov 20, 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 Hold and FFIMX is a Hold.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 264B vs. FFIMX (10.1B). FFIMX pays higher dividends than CLBCX: FFIMX (2.18) vs CLBCX (1.04). CLBCX was incepted earlier than FFIMX: CLBCX (24 years) vs FFIMX (19 years). CLBCX (1.35) is less costly to investors than FFIMX (0.58). CLBCX is a more actively managed with annual turnover of: 44.00 vs. FFIMX (12.00). FFIMX has a lower initial minimum investment than CLBCX: FFIMX (0) vs CLBCX (250). FFIMX annual gain was more profitable for investors over the last year : 10.25 vs. CLBCX (7.99). CLBCX return over 5 years is better than : 34.64 vs. FFIMX (23.47).
| CLBCX | FFIMX | CLBCX / FFIMX | |
| Total Expense Ratio | 1.35 | 0.58 | 233% |
| Annual Report Gross Expense Ratio | 1.35 | 0.58 | 233% |
| Fund Existence | 24 years | 19 years | - |
| Gain YTD | 12.947 | 12.571 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 264B | 10.1B | 2,614% |
| Annual Yield % from dividends | 1.04 | 2.18 | 48% |
| Returns for 1 year | 7.99 | 10.25 | 78% |
| Returns for 3 years | 38.12 | 29.77 | 128% |
| Returns for 5 years | 34.64 | 23.47 | 148% |
| Returns for 10 years | 69.55 | 54.78 | 127% |
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