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CLBAX vs FSNIX
CLBAX vs FSNIX Comparison
Open Charts CLBAX vs FSNIX
American Funds American Balanced 529A
Price$33.40
Change+$1.62 (+5.10%)
VolumeN/A
Net Assets219.52B
Fidelity Advisor Asset Manager 60% I
Price$15.03
Change+$0.70 (+4.88%)
VolumeN/A
Net Assets4.21B
CLBAX vs FSNIX Comparison Chart
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CLBAX vs. FSNIX commentary
Apr 10, 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: 220B vs. FSNIX (4.21B). FSNIX pays higher dividends than CLBAX: FSNIX (2.12) vs CLBAX (1.98). CLBAX was incepted earlier than FSNIX: CLBAX (23 years) vs FSNIX (18 years). FSNIX (0.69) is less costly to investors than CLBAX (0.60). 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 : -3.59 vs. FSNIX (-4.06). FSNIX (32.85) and CLBAX (31.84) have equivalent 5 years return.
| CLBAX | FSNIX | CLBAX / FSNIX | |
| Total Expense Ratio | 0.60 | 0.69 | 87% |
| Annual Report Gross Expense Ratio | 0.60 | 0.69 | 87% |
| Fund Existence | 23 years | 18 years | - |
| Gain YTD | -6.950 | -7.489 | 93% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 220B | 4.21B | 5,231% |
| Annual Yield % from dividends | 1.98 | 2.12 | 93% |
| Returns for 1 year | -3.59 | -4.06 | 88% |
| Returns for 3 years | 6.11 | 1.12 | 548% |
| Returns for 5 years | 31.84 | 32.85 | 97% |
| Returns for 10 years | 51.06 | 38.47 | 133% |
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