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CLBCX vs FSAAX
CLBCX vs FSAAX Comparison
Open Charts CLBCX vs FSAAX
American Funds American Balanced 529C
Price$38.36
Change-$0.57 (-1.46%)
VolumeN/A
Net Assets269.72B
Fidelity Advisor Asset Manager 60% A
Price$17.45
Change-$0.12 (-0.68%)
VolumeN/A
Net Assets5.24B
CLBCX vs FSAAX Comparison Chart in %
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CLBCX vs. FSAAX commentary
Feb 05, 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 Buy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 270B vs. FSAAX (5.24B). FSAAX pays higher dividends than CLBCX: FSAAX (1.69) vs CLBCX (1.19). 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 (29.00). 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 : 13.41 vs. CLBCX (10.51). CLBCX return over 5 years is better than : 32.27 vs. FSAAX (25.34).
| 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 | 2.375 | 3.005 | 79% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 5.24B | 5,156% |
| Annual Yield % from dividends | 1.19 | 1.69 | 70% |
| Returns for 1 year | 10.51 | 13.41 | 78% |
| Returns for 3 years | 33.67 | 33.80 | 100% |
| Returns for 5 years | 32.27 | 25.34 | 127% |
| Returns for 10 years | 86.26 | 93.73 | 92% |
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