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CLBFX vs FSNIX
CLBFX vs FSNIX Comparison
Open Charts CLBFX vs FSNIX
American Funds American Balanced 529F
Price$34.23
Change+$0.26 (+0.77%)
VolumeN/A
CapitalizationN/A
Fidelity Advisor Asset Manager 60% I
Price$16.09
Change+$0.08 (+0.50%)
VolumeN/A
CapitalizationN/A
CLBFX vs FSNIX Comparison Chart
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CLBFX 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 CLBFX is a Buy and FSNIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 236B vs. FSNIX (4.37B). CLBFX pays higher dividends than FSNIX: CLBFX (2.39) vs FSNIX (1.79). CLBFX was incepted earlier than FSNIX: CLBFX (22 years) vs FSNIX (17 years). CLBFX is a more actively managed with annual turnover of: 171.00 vs. FSNIX (21.00). FSNIX has a lower initial minimum investment than CLBFX: FSNIX (0) vs CLBFX (250). FSNIX (10.82) and CLBFX (10.33) have marching annual gain over last year. CLBFX return over 5 years is better than : 32.81 vs. FSNIX (27.53).
| CLBFX | FSNIX | CLBFX / FSNIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 17 years | - |
| Gain YTD | 9.712 | 10.055 | 97% |
| 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 | 2.39 | 1.79 | 133% |
| Returns for 1 year | 10.33 | 10.82 | 95% |
| Returns for 3 years | 11.38 | 3.90 | 292% |
| Returns for 5 years | 32.81 | 27.53 | 119% |
| Returns for 10 years | 67.19 | 58.59 | 115% |
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