Ad is loading...
CLBCX vs FSANX
CLBCX vs FSANX Comparison
Open Charts CLBCX vs FSANX
American Funds American Balanced 529C
Price$33.09
Change+$0.35 (+1.07%)
VolumeN/A
Net Assets223.62B
Fidelity Asset Manager 60%
Price$14.94
Change+$0.18 (+1.22%)
VolumeN/A
Net Assets4.21B
CLBCX vs FSANX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CLBCX vs. FSANX commentary
Apr 12, 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 FSANX is a Buy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 224B vs. FSANX (4.21B). FSANX pays higher dividends than CLBCX: FSANX (2.10) vs CLBCX (1.22). CLBCX was incepted earlier than FSANX: CLBCX (23 years) vs FSANX (18 years). CLBCX (1.37) is less costly to investors than FSANX (0.64). 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). CLBCX annual gain was more profitable for investors over the last year : 0.13 vs. FSANX (-0.35). FSANX return over 5 years is better than : 37.18 vs. CLBCX (31.98).
| CLBCX | FSANX | CLBCX / FSANX | |
| Total Expense Ratio | 1.37 | 0.64 | 214% |
| Annual Report Gross Expense Ratio | 1.37 | 0.64 | 214% |
| Fund Existence | 23 years | 18 years | - |
| Gain YTD | -3.465 | -4.713 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 224B | 4.21B | 5,326% |
| Annual Yield % from dividends | 1.22 | 2.10 | 58% |
| Returns for 1 year | 0.13 | -0.35 | -36% |
| Returns for 3 years | 9.01 | 5.37 | 168% |
| Returns for 5 years | 31.98 | 37.18 | 86% |
| Returns for 10 years | 45.81 | 43.14 | 106% |
View a ticker or compare two or three
VS
VS
Ad is loading...