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CLBFX vs FSNIX
CLBFX vs FSNIX Comparison
Open Charts CLBFX vs FSNIX
American Funds American Balanced 529F
Price$37.50
Change+$0.13 (+0.35%)
VolumeN/A
Net Assets269.37B
Fidelity Advisor Asset Manager 60% I
Price$18.13
Change+$0.03 (+0.17%)
VolumeN/A
Net Assets4.85B
CLBFX vs FSNIX Comparison Chart in %
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CLBFX vs. FSNIX commentary
Dec 26, 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 StrongBuy and FSNIX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 269B vs. FSNIX (4.85B). CLBFX (1.83) and FSNIX (1.83) have matching dividends . 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 : 14.14 vs. CLBFX (9.28). CLBFX return over 5 years is better than : 37.42 vs. FSNIX (31.31).
| 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 | 10.722 | 16.850 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 4.85B | 5,546% |
| Annual Yield % from dividends | 1.83 | 1.83 | 100% |
| Returns for 1 year | 9.28 | 14.14 | 66% |
| Returns for 3 years | 38.20 | 41.64 | 92% |
| Returns for 5 years | 37.42 | 31.31 | 120% |
| Returns for 10 years | 88.92 | 89.08 | 100% |
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