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CLBFX vs FFIMX
CLBFX vs FFIMX Comparison
Open Charts CLBFX vs FFIMX
American Funds American Balanced 529F
Price$35.20
Change-$0.36 (-1.01%)
VolumeN/A
Net Assets242.17B
Fidelity Advisor Asset Manager 50% I
Price$20.91
Change-$0.14 (-0.67%)
VolumeN/A
Net Assets9.66B
CLBFX vs FFIMX Comparison Chart
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CLBFX vs. FFIMX commentary
Feb 23, 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 Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 242B vs. FFIMX (9.66B). 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 : 9.36 vs. FFIMX (7.68). CLBFX return over 5 years is better than : 32.87 vs. FFIMX (20.94).
| 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 | 2.894 | 2.550 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 242B | 9.66B | 2,504% |
| Annual Yield % from dividends | 2.39 | 2.08 | 115% |
| Returns for 1 year | 9.36 | 7.68 | 122% |
| Returns for 3 years | 19.64 | 7.26 | 270% |
| Returns for 5 years | 32.87 | 20.94 | 157% |
| Returns for 10 years | 68.67 | 37.60 | 183% |
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