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CLBAX vs FSNIX
CLBAX vs FSNIX Comparison
Open Charts CLBAX vs FSNIX
American Funds American Balanced 529A
Price$35.68
Change-$0.04 (-0.11%)
VolumeN/A
Net Assets243.73B
Fidelity Advisor Asset Manager 60% I
Price$16.20
Change-$0.01 (-0.06%)
VolumeN/A
Net Assets4.3B
CLBAX vs FSNIX Comparison Chart
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CLBAX vs. FSNIX commentary
Jun 07, 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: 244B vs. FSNIX (4.3B). FSNIX pays higher dividends than CLBAX: FSNIX (2.04) vs CLBAX (1.91). 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 (7.26) and CLBAX (6.97) have marching annual gain over last year. CLBAX (36.35) and FSNIX (34.97) have equivalent 5 years return.
| 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 | 4.586 | 4.648 | 99% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244B | 4.3B | 5,677% |
| Annual Yield % from dividends | 1.91 | 2.04 | 94% |
| Returns for 1 year | 6.97 | 7.26 | 96% |
| Returns for 3 years | 24.30 | 20.80 | 117% |
| Returns for 5 years | 36.35 | 34.97 | 104% |
| Returns for 10 years | 71.76 | 58.42 | 123% |
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