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CLBFX vs FSAAX
CLBFX vs FSAAX Comparison
Open Charts CLBFX vs FSAAX
American Funds American Balanced 529F
Price$35.20
Change-$0.36 (-1.01%)
VolumeN/A
Net Assets242.17B
Fidelity Advisor Asset Manager 60% A
Price$15.84
Change-$0.13 (-0.81%)
VolumeN/A
Net Assets4.39B
CLBFX vs FSAAX Comparison Chart
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CLBFX vs. FSAAX commentary
Feb 23, 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 Hold and FSAAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 242B vs. FSAAX (4.39B). CLBFX pays higher dividends than FSAAX: CLBFX (2.39) vs FSAAX (1.57). CLBFX was incepted earlier than FSAAX: CLBFX (22 years) vs FSAAX (17 years). CLBFX is a more actively managed with annual turnover of: 171.00 vs. FSAAX (21.00). FSAAX has a lower initial minimum investment than CLBFX: FSAAX (0) vs CLBFX (250). CLBFX annual gain was more profitable for investors over the last year : 9.36 vs. FSAAX (8.50). CLBFX return over 5 years is better than : 32.87 vs. FSAAX (28.10).
| CLBFX | FSAAX | CLBFX / FSAAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 17 years | - |
| Gain YTD | 2.894 | 2.790 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 242B | 4.39B | 5,510% |
| Annual Yield % from dividends | 2.39 | 1.57 | 152% |
| Returns for 1 year | 9.36 | 8.50 | 110% |
| Returns for 3 years | 19.64 | 11.11 | 177% |
| Returns for 5 years | 32.87 | 28.10 | 117% |
| Returns for 10 years | 68.67 | 51.50 | 133% |
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