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CLBFX vs FSNIX
CLBFX vs FSNIX Comparison
Open Charts CLBFX vs FSNIX
American Funds American Balanced 529F
Price$34.26
Change+$0.05 (+0.15%)
VolumeN/A
Net Assets234.05B
Fidelity Advisor Asset Manager 60% I
Price$15.65
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets4.18B
CLBFX vs FSNIX Comparison Chart
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CLBFX vs. FSNIX commentary
May 09, 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 FSNIX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 234B vs. FSNIX (4.18B). CLBFX (2.15) and FSNIX (2.11) have matching dividends . CLBFX was incepted earlier than FSNIX: CLBFX (23 years) vs FSNIX (18 years). FSNIX (0.69) and CLBFX (0.67) have similar cost to investors . CLBFX is a more actively managed with annual turnover of: 44.00 vs. FSNIX (17.00). 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 : 5.19 vs. CLBFX (4.89). CLBFX (39.69) and FSNIX (39.07) have equivalent 5 years return.
| CLBFX | FSNIX | CLBFX / FSNIX | |
| Total Expense Ratio | 0.67 | 0.69 | 97% |
| Annual Report Gross Expense Ratio | 0.67 | 0.69 | 97% |
| Fund Existence | 23 years | 18 years | - |
| Gain YTD | 0.495 | 0.968 | 51% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 234B | 4.18B | 5,601% |
| Annual Yield % from dividends | 2.15 | 2.11 | 102% |
| Returns for 1 year | 4.89 | 5.19 | 94% |
| Returns for 3 years | 23.73 | 20.52 | 116% |
| Returns for 5 years | 39.69 | 39.07 | 102% |
| Returns for 10 years | 65.92 | 51.79 | 127% |
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