Interact to see
Advertisement
Advertisement
CLBCX vs FSNIX
CLBCX vs FSNIX Comparison
Open Charts CLBCX vs FSNIX
American Funds American Balanced 529C
Price$37.00
Change-$0.01 (-0.03%)
VolumeN/A
Net Assets253.12B
Fidelity Advisor Asset Manager 60% I
Price$16.93
Change+$0.05 (+0.30%)
VolumeN/A
Net Assets4.45B
CLBCX vs FSNIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CLBCX vs. FSNIX commentary
Aug 08, 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 FSNIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 253B vs. FSNIX (4.45B). FSNIX pays higher dividends than CLBCX: FSNIX (1.95) vs CLBCX (1.12). CLBCX was incepted earlier than FSNIX: CLBCX (23 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 : 13.31 vs. CLBCX (10.56). FSNIX (34.38) and CLBCX (33.28) have equivalent 5 years return.
| CLBCX | FSNIX | CLBCX / FSNIX | |
| Total Expense Ratio | 1.35 | 0.69 | 196% |
| Annual Report Gross Expense Ratio | 1.35 | 0.69 | 196% |
| Fund Existence | 23 years | 18 years | - |
| Gain YTD | 8.069 | 8.974 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 253B | 4.45B | 5,680% |
| Annual Yield % from dividends | 1.12 | 1.95 | 58% |
| Returns for 1 year | 10.56 | 13.31 | 79% |
| Returns for 3 years | 28.96 | 25.97 | 112% |
| Returns for 5 years | 33.28 | 34.38 | 97% |
| Returns for 10 years | 63.25 | 65.26 | 97% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement