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CLBCX vs FSNIX
CLBCX vs FSNIX Comparison
Open Charts CLBCX vs FSNIX
American Funds American Balanced 529C
Price$34.35
Change+$0.26 (+0.76%)
VolumeN/A
CapitalizationN/A
Fidelity Advisor Asset Manager 60% I
Price$16.09
Change+$0.08 (+0.50%)
VolumeN/A
CapitalizationN/A
CLBCX vs FSNIX Comparison Chart
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CLBCX vs. FSNIX commentary
Dec 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 CLBCX is a Buy and FSNIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 236B vs. FSNIX (4.37B). FSNIX pays higher dividends than CLBCX: FSNIX (1.79) vs CLBCX (1.52). CLBCX was incepted earlier than FSNIX: CLBCX (23 years) vs FSNIX (17 years). 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 : 10.82 vs. CLBCX (9.38). FSNIX (27.53) and CLBCX (26.83) have equivalent 5 years return.
| CLBCX | FSNIX | CLBCX / 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 | 8.764 | 10.055 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 236B | 4.37B | 5,400% |
| Annual Yield % from dividends | 1.52 | 1.79 | 85% |
| Returns for 1 year | 9.38 | 10.82 | 87% |
| Returns for 3 years | 8.37 | 3.90 | 215% |
| Returns for 5 years | 26.83 | 27.53 | 97% |
| Returns for 10 years | 52.02 | 58.59 | 89% |
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