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CLBCX vs FSAAX
CLBCX vs FSAAX Comparison
Open Charts CLBCX vs FSAAX
American Funds American Balanced 529C
Price$35.27
Change-$0.35 (-0.98%)
VolumeN/A
Net Assets242.17B
Fidelity Advisor Asset Manager 60% A
Price$15.84
Change-$0.13 (-0.81%)
VolumeN/A
Net Assets4.39B
CLBCX vs FSAAX Comparison Chart
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CLBCX vs. FSAAX 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 CLBCX is a Hold and FSAAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 242B vs. FSAAX (4.39B). FSAAX (1.57) and CLBCX (1.52) have matching dividends . CLBCX was incepted earlier than FSAAX: CLBCX (23 years) vs FSAAX (17 years). CLBCX is a more actively managed with annual turnover of: 171.00 vs. FSAAX (21.00). FSAAX has a lower initial minimum investment than CLBCX: FSAAX (0) vs CLBCX (250). FSAAX (8.50) and CLBCX (8.39) have marching annual gain over last year. FSAAX (28.10) and CLBCX (26.92) have equivalent 5 years return.
| CLBCX | FSAAX | CLBCX / FSAAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 17 years | - |
| Gain YTD | 2.768 | 2.790 | 99% |
| 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 | 1.52 | 1.57 | 97% |
| Returns for 1 year | 8.39 | 8.50 | 99% |
| Returns for 3 years | 16.44 | 11.11 | 148% |
| Returns for 5 years | 26.92 | 28.10 | 96% |
| Returns for 10 years | 53.37 | 51.50 | 104% |
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