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CLBFX vs FFIMX
CLBFX vs FFIMX Comparison
Open Charts CLBFX vs FFIMX
American Funds American Balanced 529F
Price$36.02
Change-$0.33 (-0.91%)
VolumeN/A
CapitalizationN/A
Fidelity Advisor Asset Manager 50% I
Price$20.92
Change-$0.14 (-0.66%)
VolumeN/A
CapitalizationN/A
CLBFX vs FFIMX Comparison Chart
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CLBFX 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 CLBFX is a StrongBuy and FFIMX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 236B vs. FFIMX (9.52B). CLBFX pays higher dividends than FFIMX: CLBFX (2.39) vs FFIMX (2.08). CLBFX was incepted earlier than FFIMX: CLBFX (22 years) vs FFIMX (18 years). CLBFX is a more actively managed with annual turnover of: 171.00 vs. FFIMX (20.00). FFIMX has a lower initial minimum investment than CLBFX: FFIMX (0) vs CLBFX (250). CLBFX annual gain was more profitable for investors over the last year : 21.04 vs. FFIMX (15.20). CLBFX return over 5 years is better than : 38.61 vs. FFIMX (22.86).
| CLBFX | FFIMX | CLBFX / FFIMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 18 years | - |
| Gain YTD | 14.196 | 8.722 | 163% |
| 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 | 2.39 | 2.08 | 115% |
| Returns for 1 year | 21.04 | 15.20 | 138% |
| Returns for 3 years | 12.47 | -1.69 | -739% |
| Returns for 5 years | 38.61 | 22.86 | 169% |
| Returns for 10 years | 66.57 | 31.06 | 214% |
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