Interact to see
Advertisement
Advertisement
CLBCX vs FSAAX
CLBCX vs FSAAX Comparison
Open Charts CLBCX vs FSAAX
American Funds American Balanced 529C
Price$35.63
Change-$0.31 (-0.86%)
VolumeN/A
Net Assets244.39B
Fidelity Advisor Asset Manager 60% A
Price$16.12
Change-$0.15 (-0.92%)
VolumeN/A
Net Assets4.3B
CLBCX vs FSAAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CLBCX vs. FSAAX commentary
Jun 15, 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.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 244B vs. FSAAX (4.3B). FSAAX pays higher dividends than CLBCX: FSAAX (1.74) vs CLBCX (1.18). 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 : 6.90 vs. CLBCX (4.49). FSAAX (36.43) and CLBCX (34.93) have equivalent 5 years return.
| CLBCX | FSAAX | CLBCX / FSAAX | |
| Total Expense Ratio | 1.35 | 0.94 | 144% |
| Annual Report Gross Expense Ratio | 1.35 | 0.94 | 144% |
| Fund Existence | 23 years | 18 years | - |
| Gain YTD | 4.067 | 4.607 | 88% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244B | 4.3B | 5,677% |
| Annual Yield % from dividends | 1.18 | 1.74 | 68% |
| Returns for 1 year | 4.49 | 6.90 | 65% |
| Returns for 3 years | 30.63 | 28.85 | 106% |
| Returns for 5 years | 34.93 | 36.43 | 96% |
| Returns for 10 years | 57.89 | 53.64 | 108% |