CLBCX
Price
$37.16
Change
+$0.07 (+0.19%)
Updated
Jul 25 closing price
Net Assets
254.37B
FSAAX
Price
$16.82
Change
+$0.02 (+0.12%)
Updated
Jul 25 closing price
Net Assets
4.44B
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CLBCX vs FSAAX

Header iconCLBCX vs FSAAX Comparison
Open Charts CLBCX vs FSAAXBanner chart's image
American Funds American Balanced 529C
Price$37.16
Change+$0.07 (+0.19%)
VolumeN/A
Net Assets254.37B
Fidelity Advisor Asset Manager 60% A
Price$16.82
Change+$0.02 (+0.12%)
VolumeN/A
Net Assets4.44B
CLBCX vs FSAAX Comparison Chart in %
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CLBCX vs. FSAAX commentary
Jul 27, 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.

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FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 254B 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 : 11.39 vs. CLBCX (9.42). CLBCX (36.20) and FSAAX (36.03) have equivalent 5 years return.
CLBCXFSAAXCLBCX / FSAAX
Total Expense Ratio1.350.94144%
Annual Report Gross Expense Ratio1.350.94144%
Fund Existence23 years18 years-
Gain YTD8.5369.15093%
Front LoadN/A6%-
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets254B4.44B5,721%
Annual Yield % from dividends1.131.6868%
Returns for 1 year9.4211.3983%
Returns for 3 years32.7329.92109%
Returns for 5 years36.2036.03100%
Returns for 10 years64.6961.87105%
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