Interact to see
Advertisement
Advertisement
CLBFX vs FSATX
CLBFX vs FSATX Comparison
Open Charts CLBFX vs FSATX
American Funds American Balanced 529F
Price$36.72
Change+$0.21 (+0.58%)
VolumeN/A
Net Assets252.22B
Fidelity Advisor Asset Manager 60% M
Price$16.53
Change+$0.08 (+0.49%)
VolumeN/A
Net Assets4.44B
CLBFX vs FSATX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
CLBFX vs. FSATX commentary
Jul 11, 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 FSATX is a Buy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 252B vs. FSATX (4.44B). CLBFX pays higher dividends than FSATX: CLBFX (1.99) vs FSATX (1.45). CLBFX was incepted earlier than FSATX: CLBFX (23 years) vs FSATX (18 years). FSATX (1.19) is less costly to investors than CLBFX (0.67). CLBFX is a more actively managed with annual turnover of: 44.00 vs. FSATX (17.00). FSATX has a lower initial minimum investment than CLBFX: FSATX (0) vs CLBFX (250). FSATX (7.98) and CLBFX (7.66) have marching annual gain over last year. CLBFX return over 5 years is better than : 43.14 vs. FSATX (33.65).
| CLBFX | FSATX | CLBFX / FSATX | |
| Total Expense Ratio | 0.67 | 1.19 | 56% |
| Annual Report Gross Expense Ratio | 0.67 | 1.19 | 56% |
| Fund Existence | 23 years | 18 years | - |
| Gain YTD | 8.081 | 7.236 | 112% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 4.44B | 5,676% |
| Annual Yield % from dividends | 1.99 | 1.45 | 138% |
| Returns for 1 year | 7.66 | 7.98 | 96% |
| Returns for 3 years | 36.50 | 28.23 | 129% |
| Returns for 5 years | 43.14 | 33.65 | 128% |
| Returns for 10 years | 80.48 | 55.57 | 145% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers