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CLBFX vs FSATX
CLBFX vs FSATX Comparison
Open Charts CLBFX vs FSATX
American Funds American Balanced 529F
Price$33.75
Change-$0.22 (-0.65%)
VolumeN/A
Net Assets233.53B
Fidelity Advisor Asset Manager 60% M
Price$15.19
Change-$0.11 (-0.72%)
VolumeN/A
Net Assets4.35B
CLBFX vs FSATX Comparison Chart
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CLBFX vs. FSATX commentary
Mar 14, 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 FSATX is a Hold.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 234B vs. FSATX (4.36B). CLBFX pays higher dividends than FSATX: CLBFX (2.08) vs FSATX (1.52). CLBFX was incepted earlier than FSATX: CLBFX (23 years) vs FSATX (17 years). FSATX (1.19) is less costly to investors than CLBFX (0.68). 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 : 3.64 vs. FSATX (3.44). CLBFX (45.06) and FSATX (43.29) have equivalent 5 years return.
| CLBFX | FSATX | CLBFX / FSATX | |
| Total Expense Ratio | 0.68 | 1.19 | 57% |
| Annual Report Gross Expense Ratio | 0.68 | 1.19 | 57% |
| Fund Existence | 23 years | 17 years | - |
| Gain YTD | -1.001 | -0.261 | 384% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 234B | 4.36B | 5,373% |
| Annual Yield % from dividends | 2.08 | 1.52 | 137% |
| Returns for 1 year | 3.64 | 3.44 | 106% |
| Returns for 3 years | 17.40 | 11.46 | 152% |
| Returns for 5 years | 45.06 | 43.29 | 104% |
| Returns for 10 years | 64.90 | 44.83 | 145% |
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