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CLBAX vs FSNIX
CLBAX vs FSNIX Comparison
Open Charts CLBAX vs FSNIX
American Funds American Balanced 529A
Price$36.82
Change+$0.09 (+0.25%)
VolumeN/A
Net Assets251.77B
Fidelity Advisor Asset Manager 60% I
Price$16.75
Change+$0.07 (+0.42%)
VolumeN/A
Net Assets4.44B
CLBAX vs FSNIX Comparison Chart in %
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CLBAX vs. FSNIX commentary
Jul 18, 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: 252B vs. FSNIX (4.44B). FSNIX pays higher dividends than CLBAX: FSNIX (1.96) vs CLBAX (1.84). 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 : 7.58 vs. CLBAX (7.04). CLBAX return over 5 years is better than : 40.77 vs. FSNIX (36.18).
| 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 | 8.132 | 7.682 | 106% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 4.44B | 5,676% |
| Annual Yield % from dividends | 1.84 | 1.96 | 94% |
| Returns for 1 year | 7.04 | 7.58 | 93% |
| Returns for 3 years | 37.12 | 31.49 | 118% |
| Returns for 5 years | 40.77 | 36.18 | 113% |
| Returns for 10 years | 74.60 | 62.02 | 120% |
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