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CLBFX vs FSATX
CLBFX vs FSATX Comparison
Open Charts CLBFX vs FSATX
American Funds American Balanced 529F
Price$33.15
Change+$0.34 (+1.04%)
VolumeN/A
Net Assets224.6B
Fidelity Advisor Asset Manager 60% M
Price$15.00
Change+$0.14 (+0.94%)
VolumeN/A
Net Assets4.21B
CLBFX vs FSATX Comparison Chart
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CLBFX vs. FSATX commentary
Apr 24, 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: 225B vs. FSATX (4.21B). CLBFX pays higher dividends than FSATX: CLBFX (2.14) vs FSATX (1.56). CLBFX was incepted earlier than FSATX: CLBFX (23 years) vs FSATX (18 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). FSATX annual gain was more profitable for investors over the last year : 2.30 vs. CLBFX (1.79). CLBFX (35.44) and FSATX (34.08) 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 | 18 years | - |
| Gain YTD | -3.758 | -3.129 | 120% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 225B | 4.21B | 5,350% |
| Annual Yield % from dividends | 2.14 | 1.56 | 137% |
| Returns for 1 year | 1.79 | 2.30 | 78% |
| Returns for 3 years | 13.72 | 7.88 | 174% |
| Returns for 5 years | 35.44 | 34.08 | 104% |
| Returns for 10 years | 57.89 | 37.13 | 156% |