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CLBCX vs FSATX
CLBCX vs FSATX Comparison
Open Charts CLBCX vs FSATX
American Funds American Balanced 529C
Price$33.87
Change-$0.22 (-0.65%)
VolumeN/A
Net Assets233.53B
Fidelity Advisor Asset Manager 60% M
Price$15.19
Change-$0.11 (-0.72%)
VolumeN/A
Net Assets4.35B
CLBCX vs FSATX Comparison Chart
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CLBCX vs. FSATX commentary
Mar 14, 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 FSATX is a Hold.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 234B vs. FSATX (4.36B). FSATX pays higher dividends than CLBCX: FSATX (1.52) vs CLBCX (1.19). CLBCX was incepted earlier than FSATX: CLBCX (23 years) vs FSATX (17 years). CLBCX (1.37) is less costly to investors than FSATX (1.19). CLBCX is a more actively managed with annual turnover of: 171.00 vs. FSATX (21.00). FSATX has a lower initial minimum investment than CLBCX: FSATX (0) vs CLBCX (250). FSATX annual gain was more profitable for investors over the last year : 3.44 vs. CLBCX (2.70). FSATX return over 5 years is better than : 43.29 vs. CLBCX (38.53).
| CLBCX | FSATX | CLBCX / FSATX | |
| Total Expense Ratio | 1.37 | 1.19 | 115% |
| Annual Report Gross Expense Ratio | 1.37 | 1.19 | 115% |
| Fund Existence | 23 years | 17 years | - |
| Gain YTD | -1.190 | -0.261 | 456% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 234B | 4.36B | 5,373% |
| Annual Yield % from dividends | 1.19 | 1.52 | 79% |
| Returns for 1 year | 2.70 | 3.44 | 79% |
| Returns for 3 years | 14.23 | 11.46 | 124% |
| Returns for 5 years | 38.53 | 43.29 | 89% |
| Returns for 10 years | 49.91 | 44.83 | 111% |
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