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CLBAX vs FSNIX
CLBAX vs FSNIX Comparison
Open Charts CLBAX vs FSNIX
American Funds American Balanced 529A
Price$38.85
Change-$0.10 (-0.26%)
VolumeN/A
Net Assets266.1B
Fidelity Advisor Asset Manager 60% I
Price$17.67
Change-$0.07 (-0.39%)
VolumeN/A
Net Assets4.68B
CLBAX vs FSNIX Comparison Chart in %
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CLBAX vs. FSNIX commentary
Oct 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 CLBAX is a Hold and FSNIX is a Buy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 266B vs. FSNIX (4.68B). FSNIX pays higher dividends than CLBAX: FSNIX (1.86) vs CLBAX (1.76). CLBAX was incepted earlier than FSNIX: CLBAX (24 years) vs FSNIX (18 years). FSNIX (0.69) is less costly to investors than CLBAX (0.58). CLBAX is a more actively managed with annual turnover of: 44.00 vs. FSNIX (17.00). FSNIX has a lower initial minimum investment than CLBAX: FSNIX (0) vs CLBAX (250). FSNIX annual gain was more profitable for investors over the last year : 12.01 vs. CLBAX (9.98). CLBAX return over 5 years is better than : 44.30 vs. FSNIX (38.59).
| CLBAX | FSNIX | CLBAX / FSNIX | |
| Total Expense Ratio | 0.58 | 0.69 | 84% |
| Annual Report Gross Expense Ratio | 0.58 | 0.69 | 84% |
| Fund Existence | 24 years | 18 years | - |
| Gain YTD | 14.420 | 14.525 | 99% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 4.68B | 5,681% |
| Annual Yield % from dividends | 1.76 | 1.86 | 94% |
| Returns for 1 year | 9.98 | 12.01 | 83% |
| Returns for 3 years | 51.86 | 46.02 | 113% |
| Returns for 5 years | 44.30 | 38.59 | 115% |
| Returns for 10 years | 89.16 | 79.82 | 112% |
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