Ad is loading...
CLBFX vs FFIMX
CLBFX vs FFIMX Comparison
Open Charts CLBFX vs FFIMX
American Funds American Balanced 529F
Price$33.35
Change+$1.62 (+5.11%)
VolumeN/A
Net Assets217.49B
Fidelity Advisor Asset Manager 50% I
Price$19.84
Change+$0.77 (+4.04%)
VolumeN/A
Net Assets9.28B
CLBFX vs FFIMX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CLBFX 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 CLBFX is a Buy and FFIMX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 217B vs. FFIMX (9.28B). FFIMX pays higher dividends than CLBFX: FFIMX (2.36) vs CLBFX (2.14). CLBFX was incepted earlier than FFIMX: CLBFX (23 years) vs FFIMX (19 years). CLBFX (0.68) is less costly to investors than FFIMX (0.58). 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). FFIMX annual gain was more profitable for investors over the last year : -3.11 vs. CLBFX (-3.46). CLBFX return over 5 years is better than : 32.93 vs. FFIMX (23.47).
| CLBFX | FFIMX | CLBFX / FFIMX | |
| Total Expense Ratio | 0.68 | 0.58 | 117% |
| Annual Report Gross Expense Ratio | 0.68 | 0.58 | 117% |
| Fund Existence | 23 years | 19 years | - |
| Gain YTD | -6.926 | -6.110 | 113% |
| 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 | 2.14 | 2.36 | 91% |
| Returns for 1 year | -3.46 | -3.11 | 111% |
| Returns for 3 years | 6.59 | -1.09 | -603% |
| Returns for 5 years | 32.93 | 23.47 | 140% |
| Returns for 10 years | 54.04 | 24.84 | 218% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers