Ad is loading...
CLBFX vs FSNIX
CLBFX vs FSNIX Comparison
Open Charts CLBFX vs FSNIX
American Funds American Balanced 529F
Price$35.20
Change-$0.36 (-1.01%)
VolumeN/A
Net Assets242.17B
Fidelity Advisor Asset Manager 60% I
Price$15.92
Change-$0.14 (-0.87%)
VolumeN/A
Net Assets4.39B
CLBFX vs FSNIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CLBFX vs. FSNIX commentary
Feb 23, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 242B vs. FSNIX (4.39B). 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 : 9.36 vs. FSNIX (8.72). CLBFX return over 5 years is better than : 32.87 vs. FSNIX (29.78).
| 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 | 2.894 | 2.776 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 242B | 4.39B | 5,510% |
| Annual Yield % from dividends | 2.39 | 1.79 | 133% |
| Returns for 1 year | 9.36 | 8.72 | 107% |
| Returns for 3 years | 19.64 | 11.96 | 164% |
| Returns for 5 years | 32.87 | 29.78 | 110% |
| Returns for 10 years | 68.67 | 55.72 | 123% |
View a ticker or compare two or three
VS
VS
Ad is loading...