Ad is loading...
Ad is loading...
CLBFX vs FSAAX
CLBFX vs FSAAX Comparison
Open Charts CLBFX vs FSAAX
American Funds American Balanced 529F
Price$36.02
Change-$0.33 (-0.91%)
VolumeN/A
CapitalizationN/A
Fidelity Advisor Asset Manager 60% A
Price$15.93
Change-$0.12 (-0.75%)
VolumeN/A
CapitalizationN/A
CLBFX vs FSAAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CLBFX vs. FSAAX commentary
Nov 18, 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 CLBFX is a StrongBuy and FSAAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 236B vs. FSAAX (4.21B). 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 : 21.04 vs. FSAAX (16.40). CLBFX return over 5 years is better than : 38.61 vs. FSAAX (28.94).
| 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 | 14.196 | 9.560 | 148% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 236B | 4.21B | 5,610% |
| Annual Yield % from dividends | 2.39 | 1.57 | 152% |
| Returns for 1 year | 21.04 | 16.40 | 128% |
| Returns for 3 years | 12.47 | 0.65 | 1,907% |
| Returns for 5 years | 38.61 | 28.94 | 133% |
| Returns for 10 years | 66.57 | 45.44 | 147% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| USLUX | 21.14 | -0.09 | -0.42% |
| US Global Investors Global Luxury Goods | |||
| FIKYX | 13.09 | -0.07 | -0.53% |
| Fidelity Advisor Asset Manager 40% Z | |||
| BWLCX | 26.02 | -0.17 | -0.65% |
| American Beacon Man Lg Cp Value C | |||
| SCMIX | 160.01 | -2.05 | -1.26% |
| Columbia Seligman Tech & Info Inst2 | |||
| THGIX | 26.16 | -0.42 | -1.58% |
| Thornburg International Growth R6 | |||