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CLBCX vs FSCNX
CLBCX vs FSCNX Comparison
Open Charts CLBCX vs FSCNX
American Funds American Balanced 529C
Price$33.09
Change+$0.35 (+1.07%)
VolumeN/A
Net Assets223.62B
Fidelity Advisor Asset Manager 60% C
Price$14.63
Change+$0.18 (+1.25%)
VolumeN/A
Net Assets4.21B
CLBCX vs FSCNX Comparison Chart
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CLBCX vs. FSCNX commentary
Apr 12, 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 CLBCX is a Buy and FSCNX is a Buy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 224B vs. FSCNX (4.21B). CLBCX pays higher dividends than FSCNX: CLBCX (1.22) vs FSCNX (0.98). CLBCX was incepted earlier than FSCNX: CLBCX (23 years) vs FSCNX (18 years). FSCNX (1.69) is less costly to investors than CLBCX (1.37). CLBCX is a more actively managed with annual turnover of: 171.00 vs. FSCNX (21.00). FSCNX has a lower initial minimum investment than CLBCX: FSCNX (0) vs CLBCX (250). CLBCX annual gain was more profitable for investors over the last year : 0.13 vs. FSCNX (-1.42). CLBCX return over 5 years is better than : 31.98 vs. FSCNX (29.86).
| CLBCX | FSCNX | CLBCX / FSCNX | |
| Total Expense Ratio | 1.37 | 1.69 | 81% |
| Annual Report Gross Expense Ratio | 1.37 | 1.69 | 81% |
| Fund Existence | 23 years | 18 years | - |
| Gain YTD | -3.465 | -4.997 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 224B | 4.21B | 5,326% |
| Annual Yield % from dividends | 1.22 | 0.98 | 125% |
| Returns for 1 year | 0.13 | -1.42 | -9% |
| Returns for 3 years | 9.01 | 1.99 | 452% |
| Returns for 5 years | 31.98 | 29.86 | 107% |
| Returns for 10 years | 45.81 | 31.00 | 148% |
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