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CLBFX vs FSNIX
CLBFX vs FSNIX Comparison
Open Charts CLBFX vs FSNIX
American Funds American Balanced 529F
Price$37.32
Change-$0.09 (-0.24%)
VolumeN/A
Net Assets256.26B
Fidelity Advisor Asset Manager 60% I
Price$17.11
Change-$0.01 (-0.06%)
VolumeN/A
Net Assets4.45B
CLBFX vs FSNIX Comparison Chart in %
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CLBFX vs. FSNIX commentary
Aug 17, 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: 256B vs. FSNIX (4.45B). CLBFX (1.97) and FSNIX (1.95) 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 : 10.49 vs. CLBFX (8.11). CLBFX return over 5 years is better than : 40.98 vs. FSNIX (36.11).
| 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 | 9.847 | 10.458 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 4.45B | 5,748% |
| Annual Yield % from dividends | 1.97 | 1.95 | 101% |
| Returns for 1 year | 8.11 | 10.49 | 77% |
| Returns for 3 years | 31.15 | 25.39 | 123% |
| Returns for 5 years | 40.98 | 36.11 | 113% |
| Returns for 10 years | 82.32 | 68.84 | 120% |
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