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CLBCX vs FSNIX
CLBCX vs FSNIX Comparison
Open Charts CLBCX vs FSNIX
American Funds American Balanced 529C
Price$35.27
Change-$0.35 (-0.98%)
VolumeN/A
Net Assets242.17B
Fidelity Advisor Asset Manager 60% I
Price$15.92
Change-$0.14 (-0.87%)
VolumeN/A
Net Assets4.39B
CLBCX vs FSNIX Comparison Chart
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CLBCX vs. FSNIX commentary
Feb 23, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 242B vs. FSNIX (4.39B). 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 (8.72) and CLBCX (8.39) have marching annual gain over last year. FSNIX return over 5 years is better than : 29.78 vs. CLBCX (26.92).
| 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 | 2.768 | 2.776 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 242B | 4.39B | 5,510% |
| Annual Yield % from dividends | 1.52 | 1.79 | 85% |
| Returns for 1 year | 8.39 | 8.72 | 96% |
| Returns for 3 years | 16.44 | 11.96 | 137% |
| Returns for 5 years | 26.92 | 29.78 | 90% |
| Returns for 10 years | 53.37 | 55.72 | 96% |
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