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CLBCX vs FSNIX
CLBCX vs FSNIX Comparison
Open Charts CLBCX vs FSNIX
American Funds American Balanced 529C
Price$36.81
Change+$0.22 (+0.60%)
VolumeN/A
CapitalizationN/A
Fidelity Advisor Asset Manager 60% I
Price$16.36
Change+$0.15 (+0.93%)
VolumeN/A
CapitalizationN/A
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CLBCX vs FSNIX Comparison Chart
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CLBCX vs. FSNIX commentary
Nov 08, 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 StrongBuy and FSNIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
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). CLBCX annual gain was more profitable for investors over the last year : 24.76 vs. FSNIX (21.47). CLBCX return over 5 years is better than : 36.28 vs. FSNIX (33.93).
| 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 | 15.570 | 11.902 | 131% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | N/A | 4.21B | - |
| Annual Yield % from dividends | 1.52 | 1.79 | 85% |
| Returns for 1 year | 24.76 | 21.47 | 115% |
| Returns for 3 years | 11.56 | 2.99 | 386% |
| Returns for 5 years | 36.28 | 33.93 | 107% |
| Returns for 10 years | 55.42 | 52.84 | 105% |
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