Interact to see
Advertisement
Advertisement
CLBCX vs FSATX
CLBCX vs FSATX Comparison
Open Charts CLBCX vs FSATX
American Funds American Balanced 529C
Price$38.91
Change-$0.10 (-0.26%)
VolumeN/A
Net Assets266.1B
Fidelity Advisor Asset Manager 60% M
Price$17.43
Change-$0.06 (-0.34%)
VolumeN/A
Net Assets4.68B
CLBCX vs FSATX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CLBCX vs. FSATX commentary
Oct 08, 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 Buy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 266B vs. FSATX (4.68B). FSATX pays higher dividends than CLBCX: FSATX (1.38) vs CLBCX (1.06). CLBCX was incepted earlier than FSATX: CLBCX (24 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 annual gain was more profitable for investors over the last year : 11.35 vs. CLBCX (9.14). CLBCX return over 5 years is better than : 38.91 vs. FSATX (35.07).
| CLBCX | FSATX | CLBCX / FSATX | |
| Total Expense Ratio | 1.35 | 1.19 | 113% |
| Annual Report Gross Expense Ratio | 1.35 | 1.19 | 113% |
| Fund Existence | 24 years | 18 years | - |
| Gain YTD | 13.736 | 14.016 | 98% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 4.68B | 5,681% |
| Annual Yield % from dividends | 1.06 | 1.38 | 77% |
| Returns for 1 year | 9.14 | 11.35 | 81% |
| Returns for 3 years | 48.45 | 43.72 | 111% |
| Returns for 5 years | 38.91 | 35.07 | 111% |
| Returns for 10 years | 75.43 | 70.56 | 107% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers