Interact to see
Advertisement
Advertisement
CLBAX vs FSNIX
CLBAX vs FSNIX Comparison
Open Charts CLBAX vs FSNIX
American Funds American Balanced 529A
Price$38.93
Change+$0.05 (+0.13%)
VolumeN/A
Net Assets265.62B
Fidelity Advisor Asset Manager 60% I
Price$17.65
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets4.68B
CLBAX vs FSNIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CLBAX vs. FSNIX commentary
Oct 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 CLBAX is a Buy and FSNIX is a Hold.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 266B vs. FSNIX (4.68B). FSNIX pays higher dividends than CLBAX: FSNIX (1.86) vs CLBAX (1.76). CLBAX was incepted earlier than FSNIX: CLBAX (24 years) vs FSNIX (18 years). FSNIX (0.69) is less costly to investors than CLBAX (0.58). CLBAX is a more actively managed with annual turnover of: 44.00 vs. FSNIX (17.00). 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 : 10.76 vs. CLBAX (8.72). CLBAX return over 5 years is better than : 43.96 vs. FSNIX (37.00).
| CLBAX | FSNIX | CLBAX / FSNIX | |
| Total Expense Ratio | 0.58 | 0.69 | 84% |
| Annual Report Gross Expense Ratio | 0.58 | 0.69 | 84% |
| Fund Existence | 24 years | 18 years | - |
| Gain YTD | 14.656 | 13.944 | 105% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 4.68B | 5,681% |
| Annual Yield % from dividends | 1.76 | 1.86 | 94% |
| Returns for 1 year | 8.72 | 10.76 | 81% |
| Returns for 3 years | 51.33 | 44.61 | 115% |
| Returns for 5 years | 43.96 | 37.00 | 119% |
| Returns for 10 years | 88.01 | 78.26 | 112% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| BRSYX | 15.29 | 0.02 | +0.13% |
| MFS Blended Research Small Cap Eq R6 | |||
| CVSOX | 15.69 | -0.01 | -0.06% |
| Calamos Market Neutral Income R6 | |||
| VEITX | 16.24 | -0.04 | -0.25% |
| VELA International I | |||
| PICMX | 61.93 | -0.18 | -0.29% |
| Virtus KAR Mid-Cap Growth I | |||
| GERUX | 11.12 | -0.06 | -0.54% |
| Goldman Sachs Em Mkts Eq Insghts R6 | |||