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CLBCX vs FSANX
CLBCX vs FSANX Comparison
Open Charts CLBCX vs FSANX
American Funds American Balanced 529C
Price$35.77
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets243.43B
Fidelity Asset Manager 60%
Price$16.26
Change+$0.05 (+0.31%)
VolumeN/A
Net Assets4.3B
CLBCX vs FSANX Comparison Chart
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CLBCX vs. FSANX commentary
Jun 07, 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: 243B vs. FSANX (4.3B). FSANX pays higher dividends than CLBCX: FSANX (2.02) vs CLBCX (1.18). CLBCX was incepted earlier than FSANX: CLBCX (23 years) vs FSANX (18 years). CLBCX (1.35) is less costly to investors than FSANX (0.64). CLBCX is a more actively managed with annual turnover of: 44.00 vs. FSANX (17.00). FSANX has a lower initial minimum investment than CLBCX: FSANX (0) vs CLBCX (250). FSANX annual gain was more profitable for investors over the last year : 7.17 vs. CLBCX (6.33). FSANX return over 5 years is better than : 35.31 vs. CLBCX (31.46).
| CLBCX | FSANX | CLBCX / FSANX | |
| Total Expense Ratio | 1.35 | 0.64 | 211% |
| Annual Report Gross Expense Ratio | 1.35 | 0.64 | 211% |
| Fund Existence | 23 years | 18 years | - |
| Gain YTD | 4.353 | 4.648 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 243B | 4.3B | 5,654% |
| Annual Yield % from dividends | 1.18 | 2.02 | 59% |
| Returns for 1 year | 6.33 | 7.17 | 88% |
| Returns for 3 years | 20.71 | 20.24 | 102% |
| Returns for 5 years | 31.46 | 35.31 | 89% |
| Returns for 10 years | 59.47 | 59.41 | 100% |
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