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CLBCX vs FSATX
CLBCX vs FSATX Comparison
Open Charts CLBCX vs FSATX
American Funds American Balanced 529C
Price$35.77
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets243.43B
Fidelity Advisor Asset Manager 60% M
Price$16.06
Change+$0.05 (+0.31%)
VolumeN/A
Net Assets4.3B
CLBCX vs FSATX Comparison Chart
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CLBCX vs. FSATX 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 FSATX is a Buy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 243B vs. FSATX (4.3B). FSATX pays higher dividends than CLBCX: FSATX (1.50) vs CLBCX (1.18). CLBCX was incepted earlier than FSATX: CLBCX (23 years) vs FSATX (18 years). CLBCX (1.35) is less costly to investors than FSATX (1.19). CLBCX is a more actively managed with annual turnover of: 44.00 vs. FSATX (17.00). FSATX has a lower initial minimum investment than CLBCX: FSATX (0) vs CLBCX (250). FSATX (6.53) and CLBCX (6.33) have marching annual gain over last year. FSATX (31.59) and CLBCX (31.46) have equivalent 5 years return.
| CLBCX | FSATX | CLBCX / FSATX | |
| Total Expense Ratio | 1.35 | 1.19 | 113% |
| Annual Report Gross Expense Ratio | 1.35 | 1.19 | 113% |
| Fund Existence | 23 years | 18 years | - |
| Gain YTD | 4.353 | 4.368 | 100% |
| Front Load | N/A | 4% | - |
| 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 | 1.50 | 79% |
| Returns for 1 year | 6.33 | 6.53 | 97% |
| Returns for 3 years | 20.71 | 18.19 | 114% |
| Returns for 5 years | 31.46 | 31.59 | 100% |
| Returns for 10 years | 59.47 | 50.74 | 117% |
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