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CLBAX vs FSNIX
CLBAX vs FSNIX Comparison
Open Charts CLBAX vs FSNIX
American Funds American Balanced 529A
Price$34.30
Change+$0.05 (+0.15%)
VolumeN/A
Net Assets234.05B
Fidelity Advisor Asset Manager 60% I
Price$15.65
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets4.18B
CLBAX vs FSNIX Comparison Chart
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CLBAX vs. FSNIX commentary
May 09, 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 FSNIX is a Buy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 234B vs. FSNIX (4.18B). FSNIX pays higher dividends than CLBAX: FSNIX (2.11) vs CLBAX (1.98). CLBAX was incepted earlier than FSNIX: CLBAX (23 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 : 5.19 vs. CLBAX (4.71). FSNIX (39.07) and CLBAX (38.50) have equivalent 5 years return.
| CLBAX | FSNIX | CLBAX / FSNIX | |
| Total Expense Ratio | 0.58 | 0.69 | 84% |
| Annual Report Gross Expense Ratio | 0.58 | 0.69 | 84% |
| Fund Existence | 23 years | 18 years | - |
| Gain YTD | 0.428 | 0.968 | 44% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 234B | 4.18B | 5,601% |
| Annual Yield % from dividends | 1.98 | 2.11 | 94% |
| Returns for 1 year | 4.71 | 5.19 | 91% |
| Returns for 3 years | 23.15 | 20.52 | 113% |
| Returns for 5 years | 38.50 | 39.07 | 99% |
| Returns for 10 years | 62.65 | 51.79 | 121% |
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