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CLBFX vs FSATX
CLBFX vs FSATX Comparison
Open Charts CLBFX vs FSATX
American Funds American Balanced 529F
Price$36.41
Change+$0.11 (+0.30%)
VolumeN/A
CapitalizationN/A
Fidelity Advisor Asset Manager 60% M
Price$16.02
Change+$0.05 (+0.31%)
VolumeN/A
CapitalizationN/A
CLBFX vs FSATX Comparison Chart
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CLBFX vs. FSATX commentary
Nov 23, 2024
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 StrongBuy and FSATX is a StrongSell.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 238B vs. FSATX (4.21B). CLBFX pays higher dividends than FSATX: CLBFX (2.39) vs FSATX (1.35). CLBFX was incepted earlier than FSATX: CLBFX (22 years) vs FSATX (17 years). CLBFX is a more actively managed with annual turnover of: 171.00 vs. FSATX (21.00). FSATX has a lower initial minimum investment than CLBFX: FSATX (0) vs CLBFX (250). CLBFX annual gain was more profitable for investors over the last year : 21.32 vs. FSATX (16.55). CLBFX return over 5 years is better than : 40.50 vs. FSATX (28.99).
| CLBFX | FSATX | CLBFX / FSATX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 17 years | - |
| Gain YTD | 15.432 | 10.712 | 144% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 238B | 4.21B | 5,657% |
| Annual Yield % from dividends | 2.39 | 1.35 | 176% |
| Returns for 1 year | 21.32 | 16.55 | 129% |
| Returns for 3 years | 14.36 | 2.40 | 597% |
| Returns for 5 years | 40.50 | 28.99 | 140% |
| Returns for 10 years | 67.16 | 42.74 | 157% |
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