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CLBAX vs FSNIX
CLBAX vs FSNIX Comparison
Open Charts CLBAX vs FSNIX
American Funds American Balanced 529A
Price$36.79
Change+$0.22 (+0.60%)
VolumeN/A
CapitalizationN/A
Fidelity Advisor Asset Manager 60% I
Price$16.36
Change+$0.15 (+0.93%)
VolumeN/A
CapitalizationN/A
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CLBAX vs FSNIX Comparison Chart
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CLBAX vs. FSNIX commentary
Nov 08, 2024
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 StrongBuy and FSNIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CLBAX pays higher dividends than FSNIX: CLBAX (2.23) vs FSNIX (1.79). CLBAX was incepted earlier than FSNIX: CLBAX (23 years) vs FSNIX (17 years). CLBAX is a more actively managed with annual turnover of: 171.00 vs. FSNIX (21.00). FSNIX has a lower initial minimum investment than CLBAX: FSNIX (0) vs CLBAX (250). CLBAX annual gain was more profitable for investors over the last year : 25.73 vs. FSNIX (21.47). CLBAX return over 5 years is better than : 41.53 vs. FSNIX (33.93).
| CLBAX | FSNIX | CLBAX / FSNIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 17 years | - |
| Gain YTD | 16.342 | 11.902 | 137% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | N/A | 4.21B | - |
| Annual Yield % from dividends | 2.23 | 1.79 | 125% |
| Returns for 1 year | 25.73 | 21.47 | 120% |
| Returns for 3 years | 14.15 | 2.99 | 473% |
| Returns for 5 years | 41.53 | 33.93 | 122% |
| Returns for 10 years | 67.62 | 52.84 | 128% |
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