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CLBFX vs FSATX
CLBFX vs FSATX Comparison
Open Charts CLBFX vs FSATX
American Funds American Balanced 529F
Price$36.92
Change-$0.02 (-0.05%)
VolumeN/A
Net Assets253.12B
Fidelity Advisor Asset Manager 60% M
Price$16.71
Change+$0.05 (+0.30%)
VolumeN/A
Net Assets4.45B
CLBFX vs FSATX Comparison Chart in %
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CLBFX vs. FSATX commentary
Aug 08, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 253B vs. FSATX (4.45B). CLBFX pays higher dividends than FSATX: CLBFX (1.97) vs FSATX (1.44). 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 annual gain was more profitable for investors over the last year : 12.71 vs. CLBFX (11.57). CLBFX return over 5 years is better than : 39.52 vs. FSATX (31.04).
| 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 | 8.669 | 8.605 | 101% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 253B | 4.45B | 5,680% |
| Annual Yield % from dividends | 1.97 | 1.44 | 137% |
| Returns for 1 year | 11.57 | 12.71 | 91% |
| Returns for 3 years | 32.58 | 24.04 | 135% |
| Returns for 5 years | 39.52 | 31.04 | 127% |
| Returns for 10 years | 79.50 | 56.86 | 140% |
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