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CLBFX vs FFIMX
CLBFX vs FFIMX Comparison
Open Charts CLBFX vs FFIMX
American Funds American Balanced 529F
Price$38.68
Change+$0.11 (+0.29%)
VolumeN/A
Net Assets262.74B
Fidelity Advisor Asset Manager 50% I
Price$22.49
Change-$0.11 (-0.49%)
VolumeN/A
Net Assets10.08B
CLBFX vs FFIMX Comparison Chart in %
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CLBFX vs. FFIMX commentary
Nov 20, 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 Hold and FFIMX is a Hold.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 263B vs. FFIMX (10.1B). FFIMX pays higher dividends than CLBFX: FFIMX (2.18) vs CLBFX (1.86). 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 (9.40) and CLBFX (9.14) have marching annual gain over last year. CLBFX return over 5 years is better than : 41.70 vs. FFIMX (22.93).
| 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 | 14.206 | 12.023 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 10.1B | 2,604% |
| Annual Yield % from dividends | 1.86 | 2.18 | 85% |
| Returns for 1 year | 9.14 | 9.40 | 97% |
| Returns for 3 years | 42.41 | 29.13 | 146% |
| Returns for 5 years | 41.70 | 22.93 | 182% |
| Returns for 10 years | 86.89 | 54.03 | 161% |
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