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CLBFX vs FSNIX
CLBFX vs FSNIX Comparison
Open Charts CLBFX vs FSNIX
American Funds American Balanced 529F
Price$38.87
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.62B
Fidelity Advisor Asset Manager 60% I
Price$17.65
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets4.68B
CLBFX vs FSNIX Comparison Chart in %
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CLBFX vs. FSNIX commentary
Oct 19, 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 CLBFX is a Buy and FSNIX is a Hold.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 266B vs. FSNIX (4.68B). CLBFX (1.89) and FSNIX (1.86) have matching dividends . CLBFX was incepted earlier than FSNIX: CLBFX (23 years) vs FSNIX (18 years). FSNIX (0.69) 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 : 10.76 vs. CLBFX (8.84). CLBFX return over 5 years is better than : 45.11 vs. FSNIX (37.00).
| CLBFX | FSNIX | CLBFX / FSNIX | |
| Total Expense Ratio | 0.67 | 0.69 | 97% |
| Annual Report Gross Expense Ratio | 0.67 | 0.69 | 97% |
| Fund Existence | 23 years | 18 years | - |
| Gain YTD | 14.767 | 13.944 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 4.68B | 5,681% |
| Annual Yield % from dividends | 1.89 | 1.86 | 102% |
| Returns for 1 year | 8.84 | 10.76 | 82% |
| Returns for 3 years | 52.03 | 44.61 | 117% |
| Returns for 5 years | 45.11 | 37.00 | 122% |
| Returns for 10 years | 91.64 | 78.26 | 117% |
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