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CLBFX vs FSAAX
CLBFX vs FSAAX Comparison
Open Charts CLBFX vs FSAAX
American Funds American Balanced 529F
Price$35.51
Change-$0.31 (-0.87%)
VolumeN/A
Net Assets244.39B
Fidelity Advisor Asset Manager 60% A
Price$16.12
Change-$0.15 (-0.92%)
VolumeN/A
Net Assets4.3B
CLBFX vs FSAAX Comparison Chart
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CLBFX vs. FSAAX commentary
Jun 15, 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 CLBFX is a Buy and FSAAX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 244B vs. FSAAX (4.3B). CLBFX pays higher dividends than FSAAX: CLBFX (2.07) vs FSAAX (1.74). CLBFX was incepted earlier than FSAAX: CLBFX (23 years) vs FSAAX (18 years). FSAAX (0.94) is less costly to investors than CLBFX (0.67). CLBFX is a more actively managed with annual turnover of: 44.00 vs. FSAAX (17.00). FSAAX has a lower initial minimum investment than CLBFX: FSAAX (0) vs CLBFX (250). FSAAX annual gain was more profitable for investors over the last year : 6.90 vs. CLBFX (5.44). CLBFX return over 5 years is better than : 41.30 vs. FSAAX (36.43).
| CLBFX | FSAAX | CLBFX / FSAAX | |
| Total Expense Ratio | 0.67 | 0.94 | 71% |
| Annual Report Gross Expense Ratio | 0.67 | 0.94 | 71% |
| Fund Existence | 23 years | 18 years | - |
| Gain YTD | 4.519 | 4.607 | 98% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244B | 4.3B | 5,677% |
| Annual Yield % from dividends | 2.07 | 1.74 | 119% |
| Returns for 1 year | 5.44 | 6.90 | 79% |
| Returns for 3 years | 34.29 | 28.85 | 119% |
| Returns for 5 years | 41.30 | 36.43 | 113% |
| Returns for 10 years | 73.68 | 53.64 | 137% |
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