Interact to see
Advertisement
Advertisement
CLBFX vs FSNIX
CLBFX vs FSNIX Comparison
Open Charts CLBFX vs FSNIX
American Funds American Balanced 529F
Price$38.68
Change+$0.11 (+0.29%)
VolumeN/A
Net Assets262.74B
Fidelity Advisor Asset Manager 60% I
Price$17.53
Change-$0.10 (-0.57%)
VolumeN/A
Net Assets4.81B
CLBFX vs FSNIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CLBFX vs. FSNIX commentary
Nov 20, 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: 263B vs. FSNIX (4.81B). CLBFX (1.86) and FSNIX (1.83) 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 : 10.75 vs. CLBFX (9.14). CLBFX return over 5 years is better than : 41.70 vs. FSNIX (32.20).
| 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 | 14.206 | 13.170 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 4.81B | 5,464% |
| Annual Yield % from dividends | 1.86 | 1.83 | 102% |
| Returns for 1 year | 9.14 | 10.75 | 85% |
| Returns for 3 years | 42.41 | 36.67 | 116% |
| Returns for 5 years | 41.70 | 32.20 | 130% |
| Returns for 10 years | 86.89 | 75.31 | 115% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement