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CLBAX vs FSNIX
CLBAX vs FSNIX Comparison
Open Charts CLBAX vs FSNIX
American Funds American Balanced 529A
Price$35.25
Change-$0.35 (-0.98%)
VolumeN/A
Net Assets242.17B
Fidelity Advisor Asset Manager 60% I
Price$15.92
Change-$0.14 (-0.87%)
VolumeN/A
Net Assets4.39B
CLBAX vs FSNIX Comparison Chart
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CLBAX vs. FSNIX commentary
Feb 23, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 242B vs. FSNIX (4.39B). 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). CLBAX annual gain was more profitable for investors over the last year : 9.22 vs. FSNIX (8.72). CLBAX return over 5 years is better than : 31.74 vs. FSNIX (29.78).
| 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 | 2.890 | 2.776 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 242B | 4.39B | 5,510% |
| Annual Yield % from dividends | 2.23 | 1.79 | 125% |
| Returns for 1 year | 9.22 | 8.72 | 106% |
| Returns for 3 years | 19.12 | 11.96 | 160% |
| Returns for 5 years | 31.74 | 29.78 | 107% |
| Returns for 10 years | 65.36 | 55.72 | 117% |
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