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CLBFX vs FSNIX
CLBFX vs FSNIX Comparison
Open Charts CLBFX vs FSNIX
American Funds American Balanced 529F
Price$36.30
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Fidelity Advisor Asset Manager 60% I
Price$16.21
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
CLBFX vs FSNIX Comparison Chart
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CLBFX vs. FSNIX commentary
Nov 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 StrongBuy and FSNIX is a StrongSell.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 237B vs. FSNIX (4.21B). 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). CLBFX annual gain was more profitable for investors over the last year : 20.95 vs. FSNIX (16.70). CLBFX return over 5 years is better than : 40.08 vs. FSNIX (32.00).
| 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 | 15.083 | 10.876 | 139% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 237B | 4.21B | 5,633% |
| Annual Yield % from dividends | 2.39 | 1.79 | 133% |
| Returns for 1 year | 20.95 | 16.70 | 125% |
| Returns for 3 years | 14.08 | 3.47 | 406% |
| Returns for 5 years | 40.08 | 32.00 | 125% |
| Returns for 10 years | 66.78 | 49.91 | 134% |