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CLBFX vs FSCNX
CLBFX vs FSCNX Comparison
Open Charts CLBFX vs FSCNX
American Funds American Balanced 529F
Price$33.00
Change+$0.36 (+1.10%)
VolumeN/A
Net Assets223.62B
Fidelity Advisor Asset Manager 60% C
Price$14.63
Change+$0.18 (+1.25%)
VolumeN/A
Net Assets4.21B
CLBFX vs FSCNX Comparison Chart
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CLBFX vs. FSCNX commentary
Apr 12, 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 CLBFX is a Buy and FSCNX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 224B vs. FSCNX (4.21B). CLBFX pays higher dividends than FSCNX: CLBFX (2.14) vs FSCNX (0.98). CLBFX was incepted earlier than FSCNX: CLBFX (23 years) vs FSCNX (18 years). FSCNX (1.69) is less costly to investors than CLBFX (0.68). CLBFX is a more actively managed with annual turnover of: 171.00 vs. FSCNX (21.00). FSCNX has a lower initial minimum investment than CLBFX: FSCNX (0) vs CLBFX (250). CLBFX annual gain was more profitable for investors over the last year : 1.03 vs. FSCNX (-1.42). CLBFX return over 5 years is better than : 38.25 vs. FSCNX (29.86).
| CLBFX | FSCNX | CLBFX / FSCNX | |
| Total Expense Ratio | 0.68 | 1.69 | 40% |
| Annual Report Gross Expense Ratio | 0.68 | 1.69 | 40% |
| Fund Existence | 23 years | 18 years | - |
| Gain YTD | -3.201 | -4.997 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 224B | 4.21B | 5,326% |
| Annual Yield % from dividends | 2.14 | 0.98 | 219% |
| Returns for 1 year | 1.03 | -1.42 | -73% |
| Returns for 3 years | 12.05 | 1.99 | 604% |
| Returns for 5 years | 38.25 | 29.86 | 128% |
| Returns for 10 years | 60.40 | 31.00 | 195% |