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CLBCX vs FSNIX
CLBCX vs FSNIX Comparison
Open Charts CLBCX vs FSNIX
American Funds American Balanced 529C
Price$37.93
Change+$0.20 (+0.53%)
VolumeN/A
Net Assets259.11B
Fidelity Advisor Asset Manager 60% I
Price$17.20
Change+$0.10 (+0.58%)
VolumeN/A
Net Assets4.55B
CLBCX vs FSNIX Comparison Chart in %
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CLBCX vs. FSNIX commentary
Sep 08, 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: 259B vs. FSNIX (4.55B). FSNIX pays higher dividends than CLBCX: FSNIX (1.91) vs CLBCX (1.11). CLBCX was incepted earlier than FSNIX: CLBCX (24 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 : 11.05 vs. CLBCX (9.15). CLBCX (36.30) and FSNIX (36.15) 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 | 24 years | 18 years | - |
| Gain YTD | 10.785 | 11.298 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 259B | 4.55B | 5,697% |
| Annual Yield % from dividends | 1.11 | 1.91 | 58% |
| Returns for 1 year | 9.15 | 11.05 | 83% |
| Returns for 3 years | 37.75 | 35.11 | 108% |
| Returns for 5 years | 36.30 | 36.15 | 100% |
| Returns for 10 years | 74.80 | 76.67 | 98% |