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CLBCX vs FFIMX
CLBCX vs FFIMX Comparison
Open Charts CLBCX vs FFIMX
American Funds American Balanced 529C
Price$36.08
Change-$0.32 (-0.88%)
VolumeN/A
CapitalizationN/A
Fidelity Advisor Asset Manager 50% I
Price$20.92
Change-$0.14 (-0.66%)
VolumeN/A
CapitalizationN/A
CLBCX vs FFIMX Comparison Chart
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CLBCX vs. FFIMX commentary
Nov 18, 2024
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 StrongBuy and FFIMX is a Buy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 236B 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 : 19.97 vs. FFIMX (15.20). CLBCX return over 5 years is better than : 32.31 vs. FFIMX (22.86).
| 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 | 13.278 | 8.722 | 152% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 236B | 9.52B | 2,479% |
| Annual Yield % from dividends | 1.52 | 2.08 | 73% |
| Returns for 1 year | 19.97 | 15.20 | 131% |
| Returns for 3 years | 9.41 | -1.69 | -558% |
| Returns for 5 years | 32.31 | 22.86 | 141% |
| Returns for 10 years | 51.34 | 31.06 | 165% |
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