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CLBCX vs FFIMX
CLBCX vs FFIMX Comparison
Open Charts CLBCX vs FFIMX
American Funds American Balanced 529C
Price$37.54
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
CLBCX vs FFIMX Comparison Chart in %
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CLBCX 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 CLBCX is a Buy and FFIMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 255B vs. FFIMX (9.62B). FFIMX pays higher dividends than CLBCX: FFIMX (2.23) vs CLBCX (1.11). 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 : 7.87 vs. CLBCX (6.90). CLBCX return over 5 years is better than : 33.53 vs. FFIMX (24.04).
| 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 | 9.646 | 9.540 | 101% |
| Front Load | N/A | 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 | 1.11 | 2.23 | 50% |
| Returns for 1 year | 6.90 | 7.87 | 88% |
| Returns for 3 years | 34.13 | 24.29 | 140% |
| Returns for 5 years | 33.53 | 24.04 | 139% |
| Returns for 10 years | 76.03 | 55.66 | 137% |
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