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CLBCX vs FSNIX
CLBCX vs FSNIX Comparison
Open Charts CLBCX vs FSNIX
American Funds American Balanced 529C
Price$38.33
Change-$0.07 (-0.18%)
VolumeN/A
Net Assets269.72B
Fidelity Advisor Asset Manager 60% I
Price$17.40
Change-$0.01 (-0.06%)
VolumeN/A
Net Assets5.09B
CLBCX vs FSNIX Comparison Chart in %
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CLBCX vs. FSNIX commentary
Jan 15, 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 CLBCX is a Hold and FSNIX is a Hold.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 270B vs. FSNIX (5.09B). FSNIX pays higher dividends than CLBCX: FSNIX (1.94) vs CLBCX (1.21). CLBCX was incepted earlier than FSNIX: CLBCX (24 years) vs FSNIX (18 years). CLBCX (1.35) is less costly to investors than FSNIX (0.70). 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 : 15.31 vs. CLBCX (13.39). CLBCX return over 5 years is better than : 33.30 vs. FSNIX (27.63).
| CLBCX | FSNIX | CLBCX / FSNIX | |
| Total Expense Ratio | 1.35 | 0.67 | 201% |
| Annual Report Gross Expense Ratio | 1.35 | 0.70 | 193% |
| Fund Existence | 24 years | 18 years | - |
| Gain YTD | 2.295 | 1.992 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 5.09B | 5,308% |
| Annual Yield % from dividends | 1.21 | 1.94 | 63% |
| Returns for 1 year | 13.39 | 15.31 | 87% |
| Returns for 3 years | 34.64 | 35.92 | 96% |
| Returns for 5 years | 33.30 | 27.63 | 121% |
| Returns for 10 years | 87.18 | 96.88 | 90% |
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