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CLBAX vs FSNIX
CLBAX vs FSNIX Comparison
Open Charts CLBAX vs FSNIX
American Funds American Balanced 529A
Price$38.32
Change-$0.56 (-1.44%)
VolumeN/A
Net Assets269.72B
Fidelity Advisor Asset Manager 60% I
Price$17.55
Change-$0.14 (-0.79%)
VolumeN/A
Net Assets5.24B
CLBAX vs FSNIX Comparison Chart in %
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CLBAX vs. FSNIX commentary
Feb 04, 2026
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 CLBAX is a Hold and FSNIX is a Buy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 270B vs. FSNIX (5.24B). CLBAX (1.89) and FSNIX (1.89) have matching dividends . CLBAX was incepted earlier than FSNIX: CLBAX (24 years) vs FSNIX (18 years). FSNIX (0.70) is less costly to investors than CLBAX (0.58). CLBAX is a more actively managed with annual turnover of: 44.00 vs. FSNIX (29.00). FSNIX has a lower initial minimum investment than CLBAX: FSNIX (0) vs CLBAX (250). FSNIX annual gain was more profitable for investors over the last year : 13.71 vs. CLBAX (11.35). CLBAX return over 5 years is better than : 37.40 vs. FSNIX (26.93).
| CLBAX | FSNIX | CLBAX / FSNIX | |
| Total Expense Ratio | 0.58 | 0.67 | 87% |
| Annual Report Gross Expense Ratio | 0.58 | 0.70 | 83% |
| Fund Existence | 24 years | 18 years | - |
| Gain YTD | 2.460 | 2.988 | 82% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 5.24B | 5,156% |
| Annual Yield % from dividends | 1.89 | 1.89 | 100% |
| Returns for 1 year | 11.35 | 13.71 | 83% |
| Returns for 3 years | 36.75 | 34.76 | 106% |
| Returns for 5 years | 37.40 | 26.93 | 139% |
| Returns for 10 years | 100.85 | 99.01 | 102% |
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