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CLBAX vs FSCNX
CLBAX vs FSCNX Comparison
Open Charts CLBAX vs FSCNX
American Funds American Balanced 529A
Price$33.05
Change+$0.36 (+1.10%)
VolumeN/A
Net Assets223.62B
Fidelity Advisor Asset Manager 60% C
Price$14.63
Change+$0.18 (+1.25%)
VolumeN/A
Net Assets4.21B
CLBAX vs FSCNX Comparison Chart
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CLBAX vs. FSCNX commentary
Apr 12, 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 CLBAX is a Buy and FSCNX is a Buy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 224B vs. FSCNX (4.21B). CLBAX pays higher dividends than FSCNX: CLBAX (1.98) vs FSCNX (0.98). CLBAX was incepted earlier than FSCNX: CLBAX (23 years) vs FSCNX (18 years). FSCNX (1.69) is less costly to investors than CLBAX (0.60). CLBAX is a more actively managed with annual turnover of: 171.00 vs. FSCNX (21.00). FSCNX has a lower initial minimum investment than CLBAX: FSCNX (0) vs CLBAX (250). CLBAX annual gain was more profitable for investors over the last year : 0.90 vs. FSCNX (-1.42). CLBAX return over 5 years is better than : 37.11 vs. FSCNX (29.86).
| CLBAX | FSCNX | CLBAX / FSCNX | |
| Total Expense Ratio | 0.60 | 1.69 | 36% |
| Annual Report Gross Expense Ratio | 0.60 | 1.69 | 36% |
| Fund Existence | 23 years | 18 years | - |
| Gain YTD | -3.231 | -4.997 | 65% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 224B | 4.21B | 5,326% |
| Annual Yield % from dividends | 1.98 | 0.98 | 202% |
| Returns for 1 year | 0.90 | -1.42 | -63% |
| Returns for 3 years | 11.54 | 1.99 | 579% |
| Returns for 5 years | 37.11 | 29.86 | 124% |
| Returns for 10 years | 57.22 | 31.00 | 185% |
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