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CLBCX vs FSNIX
CLBCX vs FSNIX Comparison
Open Charts CLBCX vs FSNIX
American Funds American Balanced 529C
Price$36.86
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
Fidelity Advisor Asset Manager 60% I
Price$16.75
Change+$0.05 (+0.30%)
VolumeN/A
Net Assets4.44B
CLBCX vs FSNIX Comparison Chart in %
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CLBCX vs. FSNIX commentary
Jul 07, 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: 252B vs. FSNIX (4.44B). FSNIX pays higher dividends than CLBCX: FSNIX (1.96) vs CLBCX (1.13). 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 : 9.48 vs. CLBCX (7.04). FSNIX (39.47) and CLBCX (37.95) have equivalent 5 years return.
| 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 | 7.660 | 8.134 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 4.44B | 5,676% |
| Annual Yield % from dividends | 1.13 | 1.96 | 58% |
| Returns for 1 year | 7.04 | 9.48 | 74% |
| Returns for 3 years | 33.08 | 31.65 | 104% |
| Returns for 5 years | 37.95 | 39.47 | 96% |
| Returns for 10 years | 64.69 | 65.00 | 100% |
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