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CLBAX vs FSNIX
CLBAX vs FSNIX Comparison
Open Charts CLBAX vs FSNIX
American Funds American Balanced 529A
Price$36.97
Change-$0.01 (-0.03%)
VolumeN/A
Net Assets253.12B
Fidelity Advisor Asset Manager 60% I
Price$16.93
Change+$0.05 (+0.30%)
VolumeN/A
Net Assets4.45B
CLBAX vs FSNIX Comparison Chart in %
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CLBAX vs. FSNIX commentary
Aug 08, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 253B vs. FSNIX (4.45B). FSNIX pays higher dividends than CLBAX: FSNIX (1.95) vs CLBAX (1.82). 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 : 13.31 vs. CLBAX (11.41). CLBAX return over 5 years is better than : 38.38 vs. FSNIX (34.38).
| 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 | 8.572 | 8.974 | 96% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 253B | 4.45B | 5,680% |
| Annual Yield % from dividends | 1.82 | 1.95 | 93% |
| Returns for 1 year | 11.41 | 13.31 | 86% |
| Returns for 3 years | 31.94 | 25.97 | 123% |
| Returns for 5 years | 38.38 | 34.38 | 112% |
| Returns for 10 years | 76.01 | 65.26 | 116% |
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