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CLBFX vs FSATX
CLBFX vs FSATX Comparison
Open Charts CLBFX vs FSATX
American Funds American Balanced 529F
Price$37.48
Change+$0.06 (+0.16%)
VolumeN/A
Net Assets255.46B
Fidelity Advisor Asset Manager 60% M
Price$16.93
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets4.45B
CLBFX vs FSATX Comparison Chart in %
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CLBFX vs. FSATX commentary
Aug 29, 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: 255B 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 : 8.67 vs. CLBFX (7.42). CLBFX return over 5 years is better than : 39.80 vs. FSATX (30.29).
| 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 | 10.318 | 10.300 | 100% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 255B | 4.45B | 5,725% |
| Annual Yield % from dividends | 1.97 | 1.44 | 137% |
| Returns for 1 year | 7.42 | 8.67 | 86% |
| Returns for 3 years | 36.15 | 28.26 | 128% |
| Returns for 5 years | 39.80 | 30.29 | 131% |
| Returns for 10 years | 89.20 | 65.61 | 136% |
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