Ad is loading...
CLBCX vs FSANX
CLBCX vs FSANX Comparison
Open Charts CLBCX vs FSANX
American Funds American Balanced 529C
Price$35.27
Change-$0.35 (-0.98%)
VolumeN/A
Net Assets242.17B
Fidelity Asset Manager 60%
Price$15.92
Change-$0.14 (-0.87%)
VolumeN/A
Net Assets4.39B
CLBCX vs FSANX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CLBCX vs. FSANX commentary
Feb 23, 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 FSANX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 242B vs. FSANX (4.39B). FSANX pays higher dividends than CLBCX: FSANX (1.84) vs CLBCX (1.52). CLBCX was incepted earlier than FSANX: CLBCX (23 years) vs FSANX (17 years). CLBCX is a more actively managed with annual turnover of: 171.00 vs. FSANX (21.00). FSANX has a lower initial minimum investment than CLBCX: FSANX (0) vs CLBCX (250). FSANX (8.77) and CLBCX (8.39) have marching annual gain over last year. FSANX return over 5 years is better than : 30.09 vs. CLBCX (26.92).
| CLBCX | FSANX | CLBCX / FSANX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 17 years | - |
| Gain YTD | 2.768 | 2.776 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 242B | 4.39B | 5,510% |
| Annual Yield % from dividends | 1.52 | 1.84 | 83% |
| Returns for 1 year | 8.39 | 8.77 | 96% |
| Returns for 3 years | 16.44 | 12.14 | 135% |
| Returns for 5 years | 26.92 | 30.09 | 89% |
| Returns for 10 years | 53.37 | 56.42 | 95% |
View a ticker or compare two or three
VS
VS
Ad is loading...