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CLBFX vs FSANX
CLBFX vs FSANX Comparison
Open Charts CLBFX vs FSANX
American Funds American Balanced 529F
Price$35.20
Change-$0.36 (-1.01%)
VolumeN/A
Net Assets242.17B
Fidelity Asset Manager 60%
Price$15.92
Change-$0.14 (-0.87%)
VolumeN/A
Net Assets4.39B
CLBFX vs FSANX Comparison Chart
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CLBFX vs. FSANX 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 FSANX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 242B vs. FSANX (4.39B). CLBFX pays higher dividends than FSANX: CLBFX (2.39) vs FSANX (1.84). CLBFX was incepted earlier than FSANX: CLBFX (22 years) vs FSANX (17 years). CLBFX is a more actively managed with annual turnover of: 171.00 vs. FSANX (21.00). FSANX has a lower initial minimum investment than CLBFX: FSANX (0) vs CLBFX (250). CLBFX annual gain was more profitable for investors over the last year : 9.36 vs. FSANX (8.77). CLBFX return over 5 years is better than : 32.87 vs. FSANX (30.09).
| CLBFX | FSANX | CLBFX / FSANX | |
| 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 | 2.776 | 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 | 1.84 | 130% |
| Returns for 1 year | 9.36 | 8.77 | 107% |
| Returns for 3 years | 19.64 | 12.14 | 162% |
| Returns for 5 years | 32.87 | 30.09 | 109% |
| Returns for 10 years | 68.67 | 56.42 | 122% |
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