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CLBCX vs FSAAX
CLBCX vs FSAAX Comparison
Open Charts CLBCX vs FSAAX
American Funds American Balanced 529C
Price$34.97
Change+$0.21 (+0.60%)
VolumeN/A
Net Assets240.18B
Fidelity Advisor Asset Manager 60% A
Price$15.61
Change+$0.07 (+0.45%)
VolumeN/A
Net Assets4.31B
CLBCX vs FSAAX Comparison Chart
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CLBCX vs. FSAAX commentary
Jan 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: 240B vs. FSAAX (4.31B). 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 : 11.42 vs. FSAAX (10.73). FSAAX (26.81) and CLBCX (26.62) 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 | 1.894 | 1.298 | 146% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 240B | 4.31B | 5,568% |
| Annual Yield % from dividends | 1.52 | 1.57 | 97% |
| Returns for 1 year | 11.42 | 10.73 | 106% |
| Returns for 3 years | 11.24 | 5.84 | 192% |
| Returns for 5 years | 26.62 | 26.81 | 99% |
| Returns for 10 years | 56.78 | 54.73 | 104% |
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