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CLBCX vs FSAAX
CLBCX vs FSAAX Comparison
Open Charts CLBCX vs FSAAX
American Funds American Balanced 529C
Price$39.01
Change-$0.49 (-1.24%)
VolumeN/A
Net Assets268.67B
Fidelity Advisor Asset Manager 60% A
Price$17.64
Change-$0.20 (-1.12%)
VolumeN/A
Net Assets4.81B
CLBCX vs FSAAX Comparison Chart in %
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CLBCX vs. FSAAX commentary
Nov 14, 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 Hold.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 269B vs. FSAAX (4.81B). FSAAX pays higher dividends than CLBCX: FSAAX (1.57) vs CLBCX (1.04). 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 : 12.39 vs. CLBCX (9.13). CLBCX return over 5 years is better than : 37.82 vs. FSAAX (34.12).
| 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 | 15.461 | 15.639 | 99% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 4.81B | 5,589% |
| Annual Yield % from dividends | 1.04 | 1.57 | 66% |
| Returns for 1 year | 9.13 | 12.39 | 74% |
| Returns for 3 years | 41.00 | 38.35 | 107% |
| Returns for 5 years | 37.82 | 34.12 | 111% |
| Returns for 10 years | 76.85 | 77.77 | 99% |
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