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CLBCX vs FFIMX
CLBCX vs FFIMX Comparison
Open Charts CLBCX vs FFIMX
American Funds American Balanced 529C
Price$35.77
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets243.43B
Fidelity Advisor Asset Manager 50% I
Price$21.21
Change+$0.04 (+0.19%)
VolumeN/A
Net Assets9.42B
CLBCX vs FFIMX Comparison Chart
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CLBCX vs. FFIMX commentary
Jun 07, 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 Buy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 243B vs. FFIMX (9.42B). FFIMX pays higher dividends than CLBCX: FFIMX (2.33) vs CLBCX (1.18). CLBCX was incepted earlier than FFIMX: CLBCX (23 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). CLBCX (6.33) and FFIMX (6.19) have marching annual gain over last year. CLBCX return over 5 years is better than : 31.46 vs. FFIMX (24.76).
| CLBCX | FFIMX | CLBCX / FFIMX | |
| Total Expense Ratio | 1.35 | 0.58 | 233% |
| Annual Report Gross Expense Ratio | 1.35 | 0.58 | 233% |
| Fund Existence | 23 years | 19 years | - |
| Gain YTD | 4.353 | 4.229 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 243B | 9.42B | 2,580% |
| Annual Yield % from dividends | 1.18 | 2.33 | 51% |
| Returns for 1 year | 6.33 | 6.19 | 102% |
| Returns for 3 years | 20.71 | 14.68 | 141% |
| Returns for 5 years | 31.46 | 24.76 | 127% |
| Returns for 10 years | 59.47 | 40.58 | 147% |
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