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CLBAX vs FSNIX
CLBAX vs FSNIX Comparison
Open Charts CLBAX vs FSNIX
American Funds American Balanced 529A
Price$34.28
Change+$0.26 (+0.76%)
VolumeN/A
CapitalizationN/A
Fidelity Advisor Asset Manager 60% I
Price$16.09
Change+$0.08 (+0.50%)
VolumeN/A
CapitalizationN/A
CLBAX vs FSNIX Comparison Chart
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CLBAX vs. FSNIX commentary
Dec 23, 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 Buy and FSNIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 236B vs. FSNIX (4.37B). 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). FSNIX annual gain was more profitable for investors over the last year : 10.82 vs. CLBAX (10.17). CLBAX return over 5 years is better than : 31.63 vs. FSNIX (27.53).
| 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 | 9.546 | 10.055 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 236B | 4.37B | 5,400% |
| Annual Yield % from dividends | 2.23 | 1.79 | 125% |
| Returns for 1 year | 10.17 | 10.82 | 94% |
| Returns for 3 years | 10.84 | 3.90 | 278% |
| Returns for 5 years | 31.63 | 27.53 | 115% |
| Returns for 10 years | 63.91 | 58.59 | 109% |
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