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CLBFX vs FFIMX
CLBFX vs FFIMX Comparison
Open Charts CLBFX vs FFIMX
American Funds American Balanced 529F
Price$36.75
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets251.2B
Fidelity Advisor Asset Manager 50% I
Price$21.75
Change+$0.04 (+0.18%)
VolumeN/A
Net Assets9.63B
CLBFX vs FFIMX Comparison Chart in %
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CLBFX vs. FFIMX commentary
Jul 04, 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 CLBFX is a Buy and FFIMX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 251B vs. FFIMX (9.63B). FFIMX pays higher dividends than CLBFX: FFIMX (2.26) vs CLBFX (1.99). CLBFX was incepted earlier than FFIMX: CLBFX (23 years) vs FFIMX (19 years). CLBFX (0.67) is less costly to investors than FFIMX (0.58). CLBFX is a more actively managed with annual turnover of: 44.00 vs. FFIMX (12.00). FFIMX has a lower initial minimum investment than CLBFX: FFIMX (0) vs CLBFX (250). FFIMX (8.09) and CLBFX (8.02) have marching annual gain over last year. CLBFX return over 5 years is better than : 44.49 vs. FFIMX (27.98).
| CLBFX | FFIMX | CLBFX / FFIMX | |
| Total Expense Ratio | 0.67 | 0.58 | 116% |
| Annual Report Gross Expense Ratio | 0.67 | 0.58 | 116% |
| Fund Existence | 23 years | 19 years | - |
| Gain YTD | 8.169 | 7.084 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 251B | 9.63B | 2,607% |
| Annual Yield % from dividends | 1.99 | 2.26 | 88% |
| Returns for 1 year | 8.02 | 8.09 | 99% |
| Returns for 3 years | 36.80 | 23.84 | 154% |
| Returns for 5 years | 44.49 | 27.98 | 159% |
| Returns for 10 years | 81.14 | 45.46 | 178% |
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