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CLBAX vs FSNIX
CLBAX vs FSNIX Comparison
Open Charts CLBAX vs FSNIX
American Funds American Balanced 529A
Price$36.34
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Fidelity Advisor Asset Manager 60% I
Price$16.21
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
CLBAX vs FSNIX Comparison Chart
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CLBAX vs. FSNIX commentary
Nov 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 StrongBuy and FSNIX is a StrongSell.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 237B vs. FSNIX (4.21B). 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 : 20.76 vs. FSNIX (16.70). CLBAX return over 5 years is better than : 38.86 vs. FSNIX (32.00).
| 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 | 14.919 | 10.876 | 137% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 237B | 4.21B | 5,633% |
| Annual Yield % from dividends | 2.23 | 1.79 | 125% |
| Returns for 1 year | 20.76 | 16.70 | 124% |
| Returns for 3 years | 13.53 | 3.47 | 390% |
| Returns for 5 years | 38.86 | 32.00 | 121% |
| Returns for 10 years | 63.49 | 49.91 | 127% |
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