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CLBCX vs FSNIX
CLBCX vs FSNIX Comparison
Open Charts CLBCX vs FSNIX
American Funds American Balanced 529C
Price$32.24
Change-$1.23 (-3.67%)
VolumeN/A
Net Assets220.57B
Fidelity Advisor Asset Manager 60% I
Price$14.64
Change-$0.56 (-3.68%)
VolumeN/A
Net Assets4.21B
CLBCX vs FSNIX Comparison Chart
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CLBCX vs. FSNIX commentary
Apr 06, 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 Hold and FSNIX is a Hold.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 221B vs. FSNIX (4.21B). FSNIX pays higher dividends than CLBCX: FSNIX (2.12) vs CLBCX (1.22). CLBCX was incepted earlier than FSNIX: CLBCX (23 years) vs FSNIX (18 years). CLBCX (1.37) is less costly to investors than FSNIX (0.69). CLBCX is a more actively managed with annual turnover of: 171.00 vs. FSNIX (21.00). FSNIX has a lower initial minimum investment than CLBCX: FSNIX (0) vs CLBCX (250). FSNIX annual gain was more profitable for investors over the last year : -1.21 vs. CLBCX (-2.39). FSNIX return over 5 years is better than : 46.06 vs. CLBCX (37.32).
| CLBCX | FSNIX | CLBCX / FSNIX | |
| Total Expense Ratio | 1.37 | 0.69 | 199% |
| Annual Report Gross Expense Ratio | 1.37 | 0.69 | 199% |
| Fund Existence | 23 years | 18 years | - |
| Gain YTD | -5.945 | -5.487 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 221B | 4.21B | 5,254% |
| Annual Yield % from dividends | 1.22 | 2.12 | 58% |
| Returns for 1 year | -2.39 | -1.21 | 197% |
| Returns for 3 years | 4.91 | 1.95 | 252% |
| Returns for 5 years | 37.32 | 46.06 | 81% |
| Returns for 10 years | 42.64 | 42.46 | 100% |
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