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CLBCX vs FSAAX
CLBCX vs FSAAX Comparison
Open Charts CLBCX vs FSAAX
American Funds American Balanced 529C
Price$32.94
Change-$0.08 (-0.24%)
VolumeN/A
Net Assets224.9B
Fidelity Advisor Asset Manager 60% A
Price$14.91
Change+$0.02 (+0.13%)
VolumeN/A
Net Assets4.21B
CLBCX vs FSAAX Comparison Chart
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CLBCX vs. FSAAX commentary
Apr 19, 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 Hold.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 225B vs. FSAAX (4.21B). FSAAX pays higher dividends than CLBCX: FSAAX (1.81) vs CLBCX (1.22). CLBCX was incepted earlier than FSAAX: CLBCX (23 years) vs FSAAX (18 years). CLBCX (1.37) is less costly to investors than FSAAX (0.94). 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 annual gain was more profitable for investors over the last year : 3.31 vs. CLBCX (1.83). FSAAX return over 5 years is better than : 34.90 vs. CLBCX (28.49).
| CLBCX | FSAAX | CLBCX / FSAAX | |
| Total Expense Ratio | 1.37 | 0.94 | 146% |
| Annual Report Gross Expense Ratio | 1.37 | 0.94 | 146% |
| Fund Existence | 23 years | 18 years | - |
| Gain YTD | -3.903 | -3.245 | 120% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 225B | 4.21B | 5,350% |
| Annual Yield % from dividends | 1.22 | 1.81 | 68% |
| Returns for 1 year | 1.83 | 3.31 | 55% |
| Returns for 3 years | 8.62 | 6.29 | 137% |
| Returns for 5 years | 28.49 | 34.90 | 82% |
| Returns for 10 years | 44.63 | 41.12 | 109% |
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