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CLBCX vs FSNIX
CLBCX vs FSNIX Comparison
Open Charts CLBCX vs FSNIX
American Funds American Balanced 529C
Price$38.75
Change+$0.11 (+0.28%)
VolumeN/A
Net Assets262.74B
Fidelity Advisor Asset Manager 60% I
Price$17.53
Change-$0.10 (-0.57%)
VolumeN/A
Net Assets4.81B
CLBCX vs FSNIX Comparison Chart in %
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CLBCX vs. FSNIX commentary
Nov 20, 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: 263B vs. FSNIX (4.81B). FSNIX pays higher dividends than CLBCX: FSNIX (1.83) vs CLBCX (1.04). CLBCX was incepted earlier than FSNIX: CLBCX (24 years) vs FSNIX (18 years). CLBCX (1.35) is less costly to investors than FSNIX (0.69). CLBCX is a more actively managed with annual turnover of: 44.00 vs. FSNIX (17.00). 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 : 10.75 vs. CLBCX (8.18). CLBCX return over 5 years is better than : 35.38 vs. FSNIX (32.20).
| CLBCX | FSNIX | CLBCX / FSNIX | |
| Total Expense Ratio | 1.35 | 0.69 | 196% |
| Annual Report Gross Expense Ratio | 1.35 | 0.69 | 196% |
| Fund Existence | 24 years | 18 years | - |
| Gain YTD | 13.269 | 13.170 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 4.81B | 5,464% |
| Annual Yield % from dividends | 1.04 | 1.83 | 57% |
| Returns for 1 year | 8.18 | 10.75 | 76% |
| Returns for 3 years | 38.51 | 36.67 | 105% |
| Returns for 5 years | 35.38 | 32.20 | 110% |
| Returns for 10 years | 70.03 | 75.31 | 93% |