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CLBCX vs FSAAX
CLBCX vs FSAAX Comparison
Open Charts CLBCX vs FSAAX
American Funds American Balanced 529C
Price$36.08
Change-$0.32 (-0.88%)
VolumeN/A
CapitalizationN/A
Fidelity Advisor Asset Manager 60% A
Price$15.93
Change-$0.12 (-0.75%)
VolumeN/A
CapitalizationN/A
CLBCX vs FSAAX Comparison Chart
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CLBCX vs. FSAAX commentary
Nov 18, 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 CLBCX is a StrongBuy and FSAAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 236B vs. FSAAX (4.21B). 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). CLBCX annual gain was more profitable for investors over the last year : 19.97 vs. FSAAX (16.40). CLBCX return over 5 years is better than : 32.31 vs. FSAAX (28.94).
| 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 | 13.278 | 9.560 | 139% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 236B | 4.21B | 5,610% |
| Annual Yield % from dividends | 1.52 | 1.57 | 97% |
| Returns for 1 year | 19.97 | 16.40 | 122% |
| Returns for 3 years | 9.41 | 0.65 | 1,439% |
| Returns for 5 years | 32.31 | 28.94 | 112% |
| Returns for 10 years | 51.34 | 45.44 | 113% |
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