Ad is loading...
CLBFX vs FSANX
CLBFX vs FSANX Comparison
Open Charts CLBFX vs FSANX
American Funds American Balanced 529F
Price$33.00
Change+$0.36 (+1.10%)
VolumeN/A
Net Assets223.62B
Fidelity Asset Manager 60%
Price$14.94
Change+$0.18 (+1.22%)
VolumeN/A
Net Assets4.21B
CLBFX vs FSANX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
CLBFX vs. FSANX commentary
Apr 12, 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: 224B vs. FSANX (4.21B). CLBFX (2.14) and FSANX (2.10) have matching dividends . CLBFX was incepted earlier than FSANX: CLBFX (23 years) vs FSANX (18 years). CLBFX (0.68) is less costly to investors than FSANX (0.64). 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 : 1.03 vs. FSANX (-0.35). CLBFX (38.25) and FSANX (37.18) have equivalent 5 years return.
| CLBFX | FSANX | CLBFX / FSANX | |
| Total Expense Ratio | 0.68 | 0.64 | 106% |
| Annual Report Gross Expense Ratio | 0.68 | 0.64 | 106% |
| Fund Existence | 23 years | 18 years | - |
| Gain YTD | -3.201 | -4.713 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 224B | 4.21B | 5,326% |
| Annual Yield % from dividends | 2.14 | 2.10 | 102% |
| Returns for 1 year | 1.03 | -0.35 | -293% |
| Returns for 3 years | 12.05 | 5.37 | 224% |
| Returns for 5 years | 38.25 | 37.18 | 103% |
| Returns for 10 years | 60.40 | 43.14 | 140% |
View a ticker or compare two or three
VS
VS
Ad is loading...