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CLBFX vs FSATX
CLBFX vs FSATX Comparison
Open Charts CLBFX vs FSATX
American Funds American Balanced 529F
Price$36.51
Change-$0.05 (-0.14%)
VolumeN/A
CapitalizationN/A
Fidelity Advisor Asset Manager 60% M
Price$15.99
Change-$0.04 (-0.25%)
VolumeN/A
CapitalizationN/A
CLBFX vs FSATX Comparison Chart
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CLBFX vs. FSATX commentary
Nov 14, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 240B 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 : 24.95 vs. FSATX (19.97). CLBFX return over 5 years is better than : 41.58 vs. FSATX (29.67).
| 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 | 15.908 | 10.781 | 148% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 240B | 4.21B | 5,705% |
| Annual Yield % from dividends | 2.39 | 1.35 | 176% |
| Returns for 1 year | 24.95 | 19.97 | 125% |
| Returns for 3 years | 14.09 | 1.22 | 1,151% |
| Returns for 5 years | 41.58 | 29.67 | 140% |
| Returns for 10 years | 69.59 | 44.30 | 157% |
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