CLBCX
Price
$36.86
Change
+$0.18 (+0.49%)
Updated
Jul 3 closing price
Net Assets
252.39B
FSAAX
Price
$16.64
Change
+$0.05 (+0.30%)
Updated
Jul 3 closing price
Net Assets
4.44B
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CLBCX vs FSAAX

Header iconCLBCX vs FSAAX Comparison
Open Charts CLBCX vs FSAAXBanner chart's image
American Funds American Balanced 529C
Price$36.86
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
Fidelity Advisor Asset Manager 60% A
Price$16.64
Change+$0.05 (+0.30%)
VolumeN/A
Net Assets4.44B
CLBCX vs FSAAX Comparison Chart in %
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CLBCX vs. FSAAX commentary
Jul 07, 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 Buy and FSAAX is a Buy.

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FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 252B vs. FSAAX (4.44B). FSAAX pays higher dividends than CLBCX: FSAAX (1.68) vs CLBCX (1.13). CLBCX was incepted earlier than FSAAX: CLBCX (23 years) vs FSAAX (18 years). CLBCX (1.35) is less costly to investors than FSAAX (0.94). CLBCX is a more actively managed with annual turnover of: 44.00 vs. FSAAX (17.00). FSAAX has a lower initial minimum investment than CLBCX: FSAAX (0) vs CLBCX (250). FSAAX annual gain was more profitable for investors over the last year : 9.21 vs. CLBCX (7.04). CLBCX (37.95) and FSAAX (37.58) have equivalent 5 years return.
CLBCXFSAAXCLBCX / FSAAX
Total Expense Ratio1.350.94144%
Annual Report Gross Expense Ratio1.350.94144%
Fund Existence23 years18 years-
Gain YTD7.6607.98296%
Front LoadN/A6%-
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets252B4.44B5,676%
Annual Yield % from dividends1.131.6868%
Returns for 1 year7.049.2177%
Returns for 3 years33.0830.54108%
Returns for 5 years37.9537.58101%
Returns for 10 years64.6960.42107%
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