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CLBFX vs FSNIX
CLBFX vs FSNIX Comparison
Open Charts CLBFX vs FSNIX
American Funds American Balanced 529F
Price$38.22
Change-$0.06 (-0.16%)
VolumeN/A
Net Assets269.72B
Fidelity Advisor Asset Manager 60% I
Price$17.40
Change-$0.01 (-0.06%)
VolumeN/A
Net Assets5.09B
CLBFX vs FSNIX Comparison Chart in %
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CLBFX 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 CLBFX is a Hold and FSNIX is a Hold.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 270B vs. FSNIX (5.09B). CLBFX pays higher dividends than FSNIX: CLBFX (2.08) vs FSNIX (1.94). 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 (17.00). 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 : 15.31 vs. CLBFX (14.42). CLBFX return over 5 years is better than : 39.53 vs. FSNIX (27.63).
| 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 | 2.357 | 1.992 | 118% |
| 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 | 2.08 | 1.94 | 107% |
| Returns for 1 year | 14.42 | 15.31 | 94% |
| Returns for 3 years | 38.39 | 35.92 | 107% |
| Returns for 5 years | 39.53 | 27.63 | 143% |
| Returns for 10 years | 105.76 | 96.88 | 109% |
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