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CLBFX vs FSNIX
CLBFX vs FSNIX Comparison
Open Charts CLBFX vs FSNIX
American Funds American Balanced 529F
Price$32.15
Change-$1.22 (-3.66%)
VolumeN/A
Net Assets220.57B
Fidelity Advisor Asset Manager 60% I
Price$14.64
Change-$0.56 (-3.68%)
VolumeN/A
Net Assets4.21B
CLBFX vs FSNIX Comparison Chart
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CLBFX vs. FSNIX commentary
Apr 06, 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 Hold and FSNIX is a Hold.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 221B vs. FSNIX (4.21B). CLBFX (2.14) and FSNIX (2.12) have matching dividends . CLBFX was incepted earlier than FSNIX: CLBFX (23 years) vs FSNIX (18 years). FSNIX (0.69) and CLBFX (0.68) have similar cost to investors . 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 annual gain was more profitable for investors over the last year : -1.21 vs. CLBFX (-1.48). FSNIX (46.06) and CLBFX (43.85) have equivalent 5 years return.
| CLBFX | FSNIX | CLBFX / FSNIX | |
| Total Expense Ratio | 0.68 | 0.69 | 99% |
| Annual Report Gross Expense Ratio | 0.68 | 0.69 | 99% |
| Fund Existence | 23 years | 18 years | - |
| Gain YTD | -5.694 | -5.487 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 221B | 4.21B | 5,254% |
| Annual Yield % from dividends | 2.14 | 2.12 | 101% |
| Returns for 1 year | -1.48 | -1.21 | 123% |
| Returns for 3 years | 7.86 | 1.95 | 403% |
| Returns for 5 years | 43.85 | 46.06 | 95% |
| Returns for 10 years | 56.96 | 42.46 | 134% |
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