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CLBCX vs FSAAX
CLBCX vs FSAAX Comparison
Open Charts CLBCX vs FSAAX
American Funds American Balanced 529C
Price$34.33
Change+$0.05 (+0.15%)
VolumeN/A
Net Assets234.05B
Fidelity Advisor Asset Manager 60% A
Price$15.56
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets4.18B
CLBCX vs FSAAX Comparison Chart
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CLBCX vs. FSAAX commentary
May 09, 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: 234B vs. FSAAX (4.18B). FSAAX pays higher dividends than CLBCX: FSAAX (1.80) vs CLBCX (1.23). 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 : 4.89 vs. CLBCX (3.94). FSAAX return over 5 years is better than : 37.34 vs. CLBCX (33.37).
| 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 | 0.152 | 0.909 | 17% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 234B | 4.18B | 5,601% |
| Annual Yield % from dividends | 1.23 | 1.80 | 68% |
| Returns for 1 year | 3.94 | 4.89 | 81% |
| Returns for 3 years | 20.36 | 19.58 | 104% |
| Returns for 5 years | 33.37 | 37.34 | 89% |
| Returns for 10 years | 50.85 | 47.69 | 107% |
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