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CLBCX vs FFIMX
CLBCX vs FFIMX Comparison
Open Charts CLBCX vs FFIMX
American Funds American Balanced 529C
Price$36.71
Change-$0.26 (-0.70%)
VolumeN/A
Net Assets251.16B
Fidelity Advisor Asset Manager 50% I
Price$21.60
Change-$0.10 (-0.46%)
VolumeN/A
Net Assets9.62B
CLBCX vs FFIMX Comparison Chart in %
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CLBCX vs. FFIMX commentary
Aug 03, 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: 251B vs. FFIMX (9.62B). FFIMX pays higher dividends than CLBCX: FFIMX (2.27) vs CLBCX (1.12). 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). FFIMX annual gain was more profitable for investors over the last year : 7.79 vs. CLBCX (6.67). CLBCX return over 5 years is better than : 33.89 vs. FFIMX (24.60).
| 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 | 7.222 | 7.013 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 251B | 9.62B | 2,610% |
| Annual Yield % from dividends | 1.12 | 2.27 | 49% |
| Returns for 1 year | 6.67 | 7.79 | 86% |
| Returns for 3 years | 28.90 | 19.49 | 148% |
| Returns for 5 years | 33.89 | 24.60 | 138% |
| Returns for 10 years | 62.04 | 44.78 | 139% |
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