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CLBFX vs FFIMX
CLBFX vs FFIMX Comparison
Open Charts CLBFX vs FFIMX
American Funds American Balanced 529F
Price$34.88
Change+$0.22 (+0.63%)
VolumeN/A
Net Assets240.18B
Fidelity Advisor Asset Manager 50% I
Price$20.62
Change+$0.08 (+0.39%)
VolumeN/A
Net Assets9.52B
CLBFX vs FFIMX Comparison Chart
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CLBFX vs. FFIMX commentary
Jan 19, 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 Hold.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 240B 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 : 12.43 vs. FFIMX (9.38). CLBFX return over 5 years is better than : 32.62 vs. FFIMX (20.02).
| 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 | 1.958 | 1.128 | 174% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 240B | 9.52B | 2,521% |
| Annual Yield % from dividends | 2.39 | 2.08 | 115% |
| Returns for 1 year | 12.43 | 9.38 | 132% |
| Returns for 3 years | 14.37 | 2.68 | 537% |
| Returns for 5 years | 32.62 | 20.02 | 163% |
| Returns for 10 years | 72.52 | 39.85 | 182% |