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CLBCX vs FSNIX
CLBCX vs FSNIX Comparison
Open Charts CLBCX vs FSNIX
American Funds American Balanced 529C
Price$35.63
Change-$0.31 (-0.86%)
VolumeN/A
Net Assets244.39B
Fidelity Advisor Asset Manager 60% I
Price$16.22
Change-$0.15 (-0.92%)
VolumeN/A
Net Assets4.3B
CLBCX vs FSNIX Comparison Chart
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CLBCX vs. FSNIX commentary
Jun 16, 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 CLBCX is a Buy and FSNIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 244B vs. FSNIX (4.3B). FSNIX pays higher dividends than CLBCX: FSNIX (2.04) vs CLBCX (1.18). CLBCX was incepted earlier than FSNIX: CLBCX (23 years) vs FSNIX (18 years). CLBCX (1.35) is less costly to investors than FSNIX (0.69). CLBCX is a more actively managed with annual turnover of: 44.00 vs. FSNIX (17.00). FSNIX has a lower initial minimum investment than CLBCX: FSNIX (0) vs CLBCX (250). FSNIX annual gain was more profitable for investors over the last year : 7.19 vs. CLBCX (4.49). FSNIX return over 5 years is better than : 38.23 vs. CLBCX (34.93).
| CLBCX | FSNIX | CLBCX / FSNIX | |
| Total Expense Ratio | 1.35 | 0.69 | 196% |
| Annual Report Gross Expense Ratio | 1.35 | 0.69 | 196% |
| Fund Existence | 23 years | 18 years | - |
| Gain YTD | 4.067 | 4.713 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244B | 4.3B | 5,677% |
| Annual Yield % from dividends | 1.18 | 2.04 | 58% |
| Returns for 1 year | 4.49 | 7.19 | 62% |
| Returns for 3 years | 30.63 | 29.89 | 102% |
| Returns for 5 years | 34.93 | 38.23 | 91% |
| Returns for 10 years | 57.89 | 57.97 | 100% |
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