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CLBCX vs FSAAX
CLBCX vs FSAAX Comparison
Open Charts CLBCX vs FSAAX
American Funds American Balanced 529C
Price$38.91
Change-$0.10 (-0.26%)
VolumeN/A
Net Assets266.1B
Fidelity Advisor Asset Manager 60% A
Price$17.55
Change-$0.07 (-0.40%)
VolumeN/A
Net Assets4.68B
CLBCX vs FSAAX Comparison Chart in %
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CLBCX vs. FSAAX commentary
Oct 08, 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 Hold and FSAAX is a Buy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 266B vs. FSAAX (4.68B). FSAAX pays higher dividends than CLBCX: FSAAX (1.59) vs CLBCX (1.06). CLBCX was incepted earlier than FSAAX: CLBCX (24 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 : 11.68 vs. CLBCX (9.14). CLBCX return over 5 years is better than : 38.91 vs. FSAAX (36.83).
| CLBCX | FSAAX | CLBCX / FSAAX | |
| Total Expense Ratio | 1.35 | 0.94 | 144% |
| Annual Report Gross Expense Ratio | 1.35 | 0.94 | 144% |
| Fund Existence | 24 years | 18 years | - |
| Gain YTD | 13.736 | 14.341 | 96% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 4.68B | 5,681% |
| Annual Yield % from dividends | 1.06 | 1.59 | 66% |
| Returns for 1 year | 9.14 | 11.68 | 78% |
| Returns for 3 years | 48.45 | 44.91 | 108% |
| Returns for 5 years | 38.91 | 36.83 | 106% |
| Returns for 10 years | 75.43 | 74.98 | 101% |
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