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CLBCX vs FSAAX
CLBCX vs FSAAX Comparison
Open Charts CLBCX vs FSAAX
American Funds American Balanced 529C
Price$38.08
Change+$0.15 (+0.40%)
VolumeN/A
Net Assets259.11B
Fidelity Advisor Asset Manager 60% A
Price$17.12
Change+$0.04 (+0.23%)
VolumeN/A
Net Assets4.55B
CLBCX vs FSAAX Comparison Chart in %
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CLBCX vs. FSAAX commentary
Sep 09, 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: 259B vs. FSAAX (4.55B). FSAAX pays higher dividends than CLBCX: FSAAX (1.63) vs CLBCX (1.11). 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 : 10.78 vs. CLBCX (9.15). CLBCX return over 5 years is better than : 36.30 vs. FSAAX (34.31).
| 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 | 10.785 | 11.097 | 97% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 259B | 4.55B | 5,697% |
| Annual Yield % from dividends | 1.11 | 1.63 | 68% |
| Returns for 1 year | 9.15 | 10.78 | 85% |
| Returns for 3 years | 37.75 | 34.00 | 111% |
| Returns for 5 years | 36.30 | 34.31 | 106% |
| Returns for 10 years | 74.80 | 71.89 | 104% |
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