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CLBCX vs FSAAX
CLBCX vs FSAAX Comparison
Open Charts CLBCX vs FSAAX
American Funds American Balanced 529C
Price$38.40
Change-$0.04 (-0.10%)
VolumeN/A
Net Assets269.72B
Fidelity Advisor Asset Manager 60% A
Price$17.31
Change-$0.03 (-0.17%)
VolumeN/A
Net Assets5.09B
CLBCX vs FSAAX Comparison Chart in %
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CLBCX vs. FSAAX commentary
Jan 15, 2026
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 Hold and FSAAX is a Hold.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 270B vs. FSAAX (5.09B). FSAAX pays higher dividends than CLBCX: FSAAX (1.74) vs CLBCX (1.21). CLBCX was incepted earlier than FSAAX: CLBCX (24 years) vs FSAAX (18 years). CLBCX (1.35) is less costly to investors than FSAAX (0.95). 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 : 15.52 vs. CLBCX (13.80). CLBCX return over 5 years is better than : 32.93 vs. FSAAX (25.50).
| CLBCX | FSAAX | CLBCX / FSAAX | |
| Total Expense Ratio | 1.35 | 0.92 | 147% |
| Annual Report Gross Expense Ratio | 1.35 | 0.95 | 142% |
| Fund Existence | 24 years | 18 years | - |
| Gain YTD | 2.482 | 2.180 | 114% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 5.09B | 5,308% |
| Annual Yield % from dividends | 1.21 | 1.74 | 70% |
| Returns for 1 year | 13.80 | 15.52 | 89% |
| Returns for 3 years | 34.89 | 35.19 | 99% |
| Returns for 5 years | 32.93 | 25.50 | 129% |
| Returns for 10 years | 87.53 | 91.99 | 95% |
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