Ad is loading...
CLBFX vs FSNIX
CLBFX vs FSNIX Comparison
Open Charts CLBFX vs FSNIX
American Funds American Balanced 529F
Price$36.75
Change+$0.23 (+0.63%)
VolumeN/A
CapitalizationN/A
Fidelity Advisor Asset Manager 60% I
Price$16.36
Change+$0.15 (+0.93%)
VolumeN/A
CapitalizationN/A
View a ticker or compare two or three
VS
VS
CLBFX vs FSNIX Comparison Chart
Loading...
CLBFX vs. FSNIX commentary
Nov 08, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
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 : 25.93 vs. FSNIX (21.47). CLBFX return over 5 years is better than : 42.77 vs. FSNIX (33.93).
| 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 | 16.510 | 11.902 | 139% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | N/A | 4.21B | - |
| Annual Yield % from dividends | 2.39 | 1.79 | 133% |
| Returns for 1 year | 25.93 | 21.47 | 121% |
| Returns for 3 years | 14.72 | 2.99 | 491% |
| Returns for 5 years | 42.77 | 33.93 | 126% |
| Returns for 10 years | 71.06 | 52.84 | 134% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers