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CLBFX vs FSANX
CLBFX vs FSANX Comparison
Open Charts CLBFX vs FSANX
American Funds American Balanced 529F
Price$38.97
Change+$0.17 (+0.44%)
VolumeN/A
Net Assets266.1B
Fidelity Asset Manager 60%
Price$17.68
Change-$0.06 (-0.34%)
VolumeN/A
Net Assets4.68B
CLBFX vs FSANX Comparison Chart in %
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CLBFX vs. FSANX commentary
Oct 09, 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 Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 266B vs. FSANX (4.68B). CLBFX (1.89) and FSANX (1.85) 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 : 11.47 vs. CLBFX (10.08). CLBFX return over 5 years is better than : 45.54 vs. FSANX (37.56).
| 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 | 15.062 | 14.138 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 4.68B | 5,681% |
| Annual Yield % from dividends | 1.89 | 1.85 | 103% |
| Returns for 1 year | 10.08 | 11.47 | 88% |
| Returns for 3 years | 53.26 | 45.67 | 117% |
| Returns for 5 years | 45.54 | 37.56 | 121% |
| Returns for 10 years | 93.79 | 79.86 | 117% |
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