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CLBFX vs FSNIX
CLBFX vs FSNIX Comparison
Open Charts CLBFX vs FSNIX
American Funds American Balanced 529F
Price$37.88
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
CLBFX vs FSNIX Comparison Chart in %
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CLBFX 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 CLBFX is a Buy and FSNIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 259B vs. FSNIX (4.55B). CLBFX (1.94) and FSNIX (1.91) 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 : 11.05 vs. CLBFX (10.11). CLBFX return over 5 years is better than : 42.70 vs. FSNIX (36.15).
| 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 | 11.495 | 11.298 | 102% |
| 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 | 1.94 | 1.91 | 102% |
| Returns for 1 year | 10.11 | 11.05 | 91% |
| Returns for 3 years | 41.65 | 35.11 | 119% |
| Returns for 5 years | 42.70 | 36.15 | 118% |
| Returns for 10 years | 92.18 | 76.67 | 120% |