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CLBCX vs FSAAX
CLBCX vs FSAAX Comparison
Open Charts CLBCX vs FSAAX
American Funds American Balanced 529C
Price$37.39
Change-$0.09 (-0.24%)
VolumeN/A
Net Assets256.26B
Fidelity Advisor Asset Manager 60% A
Price$16.99
Change-$0.02 (-0.12%)
VolumeN/A
Net Assets4.45B
CLBCX vs FSAAX Comparison Chart in %
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CLBCX vs. FSAAX commentary
Aug 18, 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 CLBCX is a Buy and FSAAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 256B vs. FSAAX (4.45B). FSAAX pays higher dividends than CLBCX: FSAAX (1.67) vs CLBCX (1.12). CLBCX was incepted earlier than FSAAX: CLBCX (24 years) vs FSAAX (18 years). CLBCX (1.35) is less costly to investors than FSAAX (0.94). CLBCX is a more actively managed with annual turnover of: 44.00 vs. FSAAX (17.00). FSAAX has a lower initial minimum investment than CLBCX: FSAAX (0) vs CLBCX (250). FSAAX annual gain was more profitable for investors over the last year : 10.15 vs. CLBCX (7.14). CLBCX (34.64) and FSAAX (34.27) have equivalent 5 years return.
| CLBCX | FSAAX | CLBCX / FSAAX | |
| Total Expense Ratio | 1.35 | 0.94 | 144% |
| Annual Report Gross Expense Ratio | 1.35 | 0.94 | 144% |
| Fund Existence | 24 years | 18 years | - |
| Gain YTD | 9.208 | 10.253 | 90% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 4.45B | 5,748% |
| Annual Yield % from dividends | 1.12 | 1.67 | 67% |
| Returns for 1 year | 7.14 | 10.15 | 70% |
| Returns for 3 years | 27.58 | 24.31 | 113% |
| Returns for 5 years | 34.64 | 34.27 | 101% |
| Returns for 10 years | 65.77 | 64.08 | 103% |
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