Ad is loading...
CLBFX vs FSAAX
CLBFX vs FSAAX Comparison
Open Charts CLBFX vs FSAAX
American Funds American Balanced 529F
Price$34.26
Change+$0.05 (+0.15%)
VolumeN/A
Net Assets234.05B
Fidelity Advisor Asset Manager 60% A
Price$15.56
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets4.18B
CLBFX vs FSAAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CLBFX vs. FSAAX commentary
May 09, 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: 234B vs. FSAAX (4.18B). CLBFX pays higher dividends than FSAAX: CLBFX (2.15) vs FSAAX (1.80). 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 (4.89) and CLBFX (4.89) have marching annual gain over last year. CLBFX return over 5 years is better than : 39.69 vs. FSAAX (37.34).
| 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 | 0.495 | 0.909 | 54% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 234B | 4.18B | 5,601% |
| Annual Yield % from dividends | 2.15 | 1.80 | 119% |
| Returns for 1 year | 4.89 | 4.89 | 100% |
| Returns for 3 years | 23.73 | 19.58 | 121% |
| Returns for 5 years | 39.69 | 37.34 | 106% |
| Returns for 10 years | 65.92 | 47.69 | 138% |
View a ticker or compare two or three
VS
VS
Ad is loading...