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CLBFX vs FSNIX
CLBFX vs FSNIX Comparison
Open Charts CLBFX vs FSNIX
American Funds American Balanced 529F
Price$38.94
Change-$0.48 (-1.22%)
VolumeN/A
Net Assets268.67B
Fidelity Advisor Asset Manager 60% I
Price$17.77
Change-$0.20 (-1.11%)
VolumeN/A
Net Assets4.81B
CLBFX vs FSNIX Comparison Chart in %
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CLBFX vs. FSNIX commentary
Nov 14, 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: 269B vs. FSNIX (4.81B). CLBFX (1.86) and FSNIX (1.83) 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 : 13.04 vs. CLBFX (8.91). CLBFX return over 5 years is better than : 42.56 vs. FSNIX (36.08).
| 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 | 14.974 | 16.010 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 4.81B | 5,589% |
| Annual Yield % from dividends | 1.86 | 1.83 | 102% |
| Returns for 1 year | 8.91 | 13.04 | 68% |
| Returns for 3 years | 44.01 | 40.41 | 109% |
| Returns for 5 years | 42.56 | 36.08 | 118% |
| Returns for 10 years | 90.28 | 81.66 | 111% |
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