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CLBFX vs FFIMX
CLBFX vs FFIMX Comparison
Open Charts CLBFX vs FFIMX
American Funds American Balanced 529F
Price$37.48
Change-$0.14 (-0.37%)
VolumeN/A
Net Assets255.46B
Fidelity Advisor Asset Manager 50% I
Price$22.11
Change-$0.09 (-0.41%)
VolumeN/A
Net Assets9.62B
CLBFX vs FFIMX Comparison Chart in %
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CLBFX vs. FFIMX commentary
Sep 02, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 255B vs. FFIMX (9.62B). FFIMX pays higher dividends than CLBFX: FFIMX (2.23) vs CLBFX (1.94). 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). CLBFX (7.87) and FFIMX (7.87) have marching annual gain over last year. CLBFX return over 5 years is better than : 39.80 vs. FFIMX (24.04).
| 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 | 10.318 | 9.540 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 255B | 9.62B | 2,652% |
| Annual Yield % from dividends | 1.94 | 2.23 | 87% |
| Returns for 1 year | 7.87 | 7.87 | 100% |
| Returns for 3 years | 37.88 | 24.29 | 156% |
| Returns for 5 years | 39.80 | 24.04 | 166% |
| Returns for 10 years | 93.56 | 55.66 | 168% |
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