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CLBCX vs FSAAX
CLBCX vs FSAAX Comparison
Open Charts CLBCX vs FSAAX
American Funds American Balanced 529C
Price$36.86
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
Fidelity Advisor Asset Manager 60% A
Price$16.64
Change+$0.05 (+0.30%)
VolumeN/A
Net Assets4.44B
CLBCX vs FSAAX Comparison Chart in %
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CLBCX vs. FSAAX commentary
Jul 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 CLBCX is a Buy and FSAAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 252B vs. FSAAX (4.44B). FSAAX pays higher dividends than CLBCX: FSAAX (1.68) vs CLBCX (1.13). CLBCX was incepted earlier than FSAAX: CLBCX (23 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 : 9.21 vs. CLBCX (7.04). CLBCX (37.95) and FSAAX (37.58) 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 | 23 years | 18 years | - |
| Gain YTD | 7.660 | 7.982 | 96% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 4.44B | 5,676% |
| Annual Yield % from dividends | 1.13 | 1.68 | 68% |
| Returns for 1 year | 7.04 | 9.21 | 77% |
| Returns for 3 years | 33.08 | 30.54 | 108% |
| Returns for 5 years | 37.95 | 37.58 | 101% |
| Returns for 10 years | 64.69 | 60.42 | 107% |
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