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CLBFX vs FSAAX
CLBFX vs FSAAX Comparison
Open Charts CLBFX vs FSAAX
American Funds American Balanced 529F
Price$32.85
Change-$0.08 (-0.24%)
VolumeN/A
Net Assets224.9B
Fidelity Advisor Asset Manager 60% A
Price$14.91
Change+$0.02 (+0.13%)
VolumeN/A
Net Assets4.21B
CLBFX vs FSAAX Comparison Chart
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CLBFX vs. FSAAX commentary
Apr 19, 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 Hold.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 225B vs. FSAAX (4.21B). CLBFX pays higher dividends than FSAAX: CLBFX (2.14) vs FSAAX (1.81). CLBFX was incepted earlier than FSAAX: CLBFX (23 years) vs FSAAX (18 years). FSAAX (0.94) is less costly to investors than CLBFX (0.68). 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). FSAAX annual gain was more profitable for investors over the last year : 3.31 vs. CLBFX (2.73). FSAAX (34.90) and CLBFX (34.54) have equivalent 5 years return.
| CLBFX | FSAAX | CLBFX / FSAAX | |
| Total Expense Ratio | 0.68 | 0.94 | 72% |
| Annual Report Gross Expense Ratio | 0.68 | 0.94 | 72% |
| Fund Existence | 23 years | 18 years | - |
| Gain YTD | -3.641 | -3.245 | 112% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 225B | 4.21B | 5,350% |
| Annual Yield % from dividends | 2.14 | 1.81 | 118% |
| Returns for 1 year | 2.73 | 3.31 | 82% |
| Returns for 3 years | 11.65 | 6.29 | 185% |
| Returns for 5 years | 34.54 | 34.90 | 99% |
| Returns for 10 years | 59.09 | 41.12 | 144% |
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