Interact to see
Advertisement
Advertisement
CLBAX vs FSNIX
CLBAX vs FSNIX Comparison
Open Charts CLBAX vs FSNIX
American Funds American Balanced 529A
Price$37.56
Change+$0.13 (+0.35%)
VolumeN/A
Net Assets269.37B
Fidelity Advisor Asset Manager 60% I
Price$18.13
Change+$0.03 (+0.17%)
VolumeN/A
Net Assets4.85B
CLBAX vs FSNIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CLBAX vs. FSNIX commentary
Dec 26, 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 StrongBuy and FSNIX is a Buy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 269B vs. FSNIX (4.85B). FSNIX pays higher dividends than CLBAX: FSNIX (1.83) vs CLBAX (1.70). 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 (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 : 14.14 vs. CLBAX (9.19). CLBAX return over 5 years is better than : 36.41 vs. FSNIX (31.31).
| 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 | 10.621 | 16.850 | 63% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 4.85B | 5,546% |
| Annual Yield % from dividends | 1.70 | 1.83 | 93% |
| Returns for 1 year | 9.19 | 14.14 | 65% |
| Returns for 3 years | 37.64 | 41.64 | 90% |
| Returns for 5 years | 36.41 | 31.31 | 116% |
| Returns for 10 years | 85.38 | 89.08 | 96% |
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 % |
| PJORX | 16.49 | 0.05 | +0.30% |
| PGIM Jennison Focused Value R | |||
| BAFLX | 29.58 | 0.07 | +0.24% |
| Brown Advisory Global Leaders Instl | |||
| TFEQX | 9.33 | 0.01 | +0.11% |
| Templeton Instl Intl Eq Ser Primary | |||
| DRRIX | 17.30 | N/A | N/A |
| BNY Mellon Global Real Return - I | |||
| MDIIX | 19.28 | -0.01 | -0.05% |
| iShares MSCI EAFE Intl Idx Inv A | |||