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CLBCX vs FFIMX
CLBCX vs FFIMX Comparison
Open Charts CLBCX vs FFIMX
American Funds American Balanced 529C
Price$33.45
Change+$1.62 (+5.09%)
VolumeN/A
Net Assets217.49B
Fidelity Advisor Asset Manager 50% I
Price$19.84
Change+$0.77 (+4.04%)
VolumeN/A
Net Assets9.28B
CLBCX vs FFIMX Comparison Chart
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CLBCX vs. FFIMX commentary
Apr 11, 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: 217B vs. FFIMX (9.28B). FFIMX pays higher dividends than CLBCX: FFIMX (2.36) vs CLBCX (1.22). CLBCX was incepted earlier than FFIMX: CLBCX (23 years) vs FFIMX (19 years). CLBCX (1.37) is less costly to investors than FFIMX (0.58). 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). FFIMX annual gain was more profitable for investors over the last year : -3.11 vs. CLBCX (-4.29). CLBCX return over 5 years is better than : 26.95 vs. FFIMX (23.47).
| CLBCX | FFIMX | CLBCX / FFIMX | |
| Total Expense Ratio | 1.37 | 0.58 | 236% |
| Annual Report Gross Expense Ratio | 1.37 | 0.58 | 236% |
| Fund Existence | 23 years | 19 years | - |
| Gain YTD | -7.141 | -6.110 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 217B | 9.28B | 2,338% |
| Annual Yield % from dividends | 1.22 | 2.36 | 52% |
| Returns for 1 year | -4.29 | -3.11 | 138% |
| Returns for 3 years | 3.74 | -1.09 | -343% |
| Returns for 5 years | 26.95 | 23.47 | 115% |
| Returns for 10 years | 40.09 | 24.84 | 161% |