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CLBFX vs FSANX
CLBFX vs FSANX Comparison
Open Charts CLBFX vs FSANX
American Funds American Balanced 529F
Price$34.23
Change-$0.03 (-0.09%)
VolumeN/A
Net Assets234.35B
Fidelity Asset Manager 60%
Price$15.69
Change+$0.03 (+0.19%)
VolumeN/A
Net Assets4.18B
CLBFX vs FSANX Comparison Chart
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CLBFX vs. FSANX commentary
May 10, 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 Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 234B vs. FSANX (4.18B). CLBFX (2.15) and FSANX (2.09) 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 : 4.89 vs. CLBFX (4.36). FSANX (39.59) and CLBFX (39.57) have equivalent 5 years return.
| 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 | 0.407 | 1.097 | 37% |
| Front Load | N/A | N/A | - |
| 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 | 2.09 | 103% |
| Returns for 1 year | 4.36 | 4.89 | 89% |
| Returns for 3 years | 23.41 | 20.53 | 114% |
| Returns for 5 years | 39.57 | 39.59 | 100% |
| Returns for 10 years | 66.11 | 52.93 | 125% |
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