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CLBCX vs FSATX
CLBCX vs FSATX Comparison
Open Charts CLBCX vs FSATX
American Funds American Balanced 529C
Price$36.57
Change-$0.05 (-0.14%)
VolumeN/A
CapitalizationN/A
Fidelity Advisor Asset Manager 60% M
Price$15.99
Change-$0.04 (-0.25%)
VolumeN/A
CapitalizationN/A
CLBCX vs FSATX Comparison Chart
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CLBCX vs. FSATX commentary
Nov 14, 2024
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 StrongBuy and FSATX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 240B vs. FSATX (4.21B). CLBCX pays higher dividends than FSATX: CLBCX (1.52) vs FSATX (1.35). CLBCX was incepted earlier than FSATX: CLBCX (23 years) vs FSATX (17 years). 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). CLBCX annual gain was more profitable for investors over the last year : 23.79 vs. FSATX (19.97). CLBCX return over 5 years is better than : 35.19 vs. FSATX (29.67).
| CLBCX | FSATX | CLBCX / FSATX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 17 years | - |
| Gain YTD | 14.973 | 10.781 | 139% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 240B | 4.21B | 5,705% |
| Annual Yield % from dividends | 1.52 | 1.35 | 112% |
| Returns for 1 year | 23.79 | 19.97 | 119% |
| Returns for 3 years | 10.98 | 1.22 | 897% |
| Returns for 5 years | 35.19 | 29.67 | 119% |
| Returns for 10 years | 54.08 | 44.30 | 122% |
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