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CLBAX vs FSNIX
CLBAX vs FSNIX Comparison
Open Charts CLBAX vs FSNIX
American Funds American Balanced 529A
Price$38.73
Change+$0.11 (+0.28%)
VolumeN/A
Net Assets262.74B
Fidelity Advisor Asset Manager 60% I
Price$17.53
Change-$0.10 (-0.57%)
VolumeN/A
Net Assets4.81B
CLBAX vs FSNIX Comparison Chart in %
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CLBAX vs. FSNIX commentary
Nov 20, 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 Hold.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 263B vs. FSNIX (4.81B). FSNIX pays higher dividends than CLBAX: FSNIX (1.83) vs CLBAX (1.73). 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 : 10.75 vs. CLBAX (9.00). CLBAX return over 5 years is better than : 40.59 vs. FSNIX (32.20).
| 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 | 14.067 | 13.170 | 107% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 4.81B | 5,464% |
| Annual Yield % from dividends | 1.73 | 1.83 | 94% |
| Returns for 1 year | 9.00 | 10.75 | 84% |
| Returns for 3 years | 41.73 | 36.67 | 114% |
| Returns for 5 years | 40.59 | 32.20 | 126% |
| Returns for 10 years | 83.31 | 75.31 | 111% |
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