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CLBFX vs FSANX
CLBFX vs FSANX Comparison
Open Charts CLBFX vs FSANX
American Funds American Balanced 529F
Price$36.63
Change-$0.26 (-0.70%)
VolumeN/A
Net Assets251.16B
Fidelity Asset Manager 60%
Price$16.67
Change-$0.11 (-0.66%)
VolumeN/A
Net Assets4.45B
CLBFX vs FSANX Comparison Chart in %
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CLBFX vs. FSANX commentary
Aug 03, 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 FSANX is a Hold.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 251B vs. FSANX (4.45B). CLBFX (1.97) and FSANX (1.93) have matching dividends . CLBFX was incepted earlier than FSANX: CLBFX (23 years) vs FSANX (18 years). CLBFX (0.67) and FSANX (0.64) have similar cost to investors . CLBFX is a more actively managed with annual turnover of: 44.00 vs. FSANX (17.00). FSANX has a lower initial minimum investment than CLBFX: FSANX (0) vs CLBFX (250). FSANX annual gain was more profitable for investors over the last year : 9.15 vs. CLBFX (7.64). CLBFX return over 5 years is better than : 40.21 vs. FSANX (34.91).
| CLBFX | FSANX | CLBFX / FSANX | |
| Total Expense Ratio | 0.67 | 0.64 | 105% |
| Annual Report Gross Expense Ratio | 0.67 | 0.64 | 105% |
| Fund Existence | 23 years | 18 years | - |
| Gain YTD | 7.816 | 7.618 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 251B | 4.45B | 5,635% |
| Annual Yield % from dividends | 1.97 | 1.93 | 102% |
| Returns for 1 year | 7.64 | 9.15 | 84% |
| Returns for 3 years | 32.47 | 26.02 | 125% |
| Returns for 5 years | 40.21 | 34.91 | 115% |
| Returns for 10 years | 78.16 | 64.08 | 122% |
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