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CLBFX vs FSATX
CLBFX vs FSATX Comparison
Open Charts CLBFX vs FSATX
American Funds American Balanced 529F
Price$35.72
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets243.43B
Fidelity Advisor Asset Manager 60% M
Price$16.06
Change+$0.05 (+0.31%)
VolumeN/A
Net Assets4.3B
CLBFX vs FSATX Comparison Chart
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CLBFX vs. FSATX commentary
Jun 07, 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: 243B vs. FSATX (4.3B). CLBFX pays higher dividends than FSATX: CLBFX (2.07) vs FSATX (1.50). 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). CLBFX annual gain was more profitable for investors over the last year : 7.27 vs. FSATX (6.53). CLBFX return over 5 years is better than : 37.68 vs. FSATX (31.59).
| 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 | 4.778 | 4.368 | 109% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 243B | 4.3B | 5,654% |
| Annual Yield % from dividends | 2.07 | 1.50 | 138% |
| Returns for 1 year | 7.27 | 6.53 | 111% |
| Returns for 3 years | 24.09 | 18.19 | 132% |
| Returns for 5 years | 37.68 | 31.59 | 119% |
| Returns for 10 years | 75.37 | 50.74 | 149% |
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