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CLBCX vs FSATX
CLBCX vs FSATX Comparison
Open Charts CLBCX vs FSATX
American Funds American Balanced 529C
Price$36.47
Change+$0.11 (+0.30%)
VolumeN/A
CapitalizationN/A
Fidelity Advisor Asset Manager 60% M
Price$16.02
Change+$0.05 (+0.31%)
VolumeN/A
CapitalizationN/A
CLBCX vs FSATX Comparison Chart
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CLBCX vs. FSATX commentary
Nov 23, 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 StrongSell.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 238B 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 : 20.24 vs. FSATX (16.55). CLBCX return over 5 years is better than : 34.16 vs. FSATX (28.99).
| 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 | 14.502 | 10.712 | 135% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 238B | 4.21B | 5,657% |
| Annual Yield % from dividends | 1.52 | 1.35 | 112% |
| Returns for 1 year | 20.24 | 16.55 | 122% |
| Returns for 3 years | 11.25 | 2.40 | 468% |
| Returns for 5 years | 34.16 | 28.99 | 118% |
| Returns for 10 years | 51.93 | 42.74 | 122% |