Interact to see
Advertisement
Advertisement
CLBFX vs FSNIX
CLBFX vs FSNIX Comparison
Open Charts CLBFX vs FSNIX
American Funds American Balanced 529F
Price$38.26
Change-$0.56 (-1.44%)
VolumeN/A
Net Assets269.72B
Fidelity Advisor Asset Manager 60% I
Price$17.55
Change-$0.14 (-0.79%)
VolumeN/A
Net Assets5.24B
CLBFX vs FSNIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CLBFX vs. FSNIX commentary
Feb 04, 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 CLBFX is a Hold and FSNIX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 270B vs. FSNIX (5.24B). CLBFX pays higher dividends than FSNIX: CLBFX (2.03) vs FSNIX (1.89). CLBFX was incepted earlier than FSNIX: CLBFX (23 years) vs FSNIX (18 years). FSNIX (0.70) and CLBFX (0.67) have similar cost to investors . CLBFX is a more actively managed with annual turnover of: 44.00 vs. FSNIX (29.00). FSNIX has a lower initial minimum investment than CLBFX: FSNIX (0) vs CLBFX (250). FSNIX annual gain was more profitable for investors over the last year : 13.71 vs. CLBFX (11.50). CLBFX return over 5 years is better than : 38.44 vs. FSNIX (26.93).
| CLBFX | FSNIX | CLBFX / FSNIX | |
| Total Expense Ratio | 0.67 | 0.67 | 100% |
| Annual Report Gross Expense Ratio | 0.67 | 0.70 | 96% |
| Fund Existence | 23 years | 18 years | - |
| Gain YTD | 2.464 | 2.988 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 5.24B | 5,156% |
| Annual Yield % from dividends | 2.03 | 1.89 | 107% |
| Returns for 1 year | 11.50 | 13.71 | 84% |
| Returns for 3 years | 37.33 | 34.76 | 107% |
| Returns for 5 years | 38.44 | 26.93 | 143% |
| Returns for 10 years | 104.71 | 99.01 | 106% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers