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CLBCX vs FSANX
CLBCX vs FSANX Comparison
Open Charts CLBCX vs FSANX
American Funds American Balanced 529C
Price$36.86
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
Fidelity Asset Manager 60%
Price$16.75
Change+$0.05 (+0.30%)
VolumeN/A
Net Assets4.44B
CLBCX vs FSANX Comparison Chart in %
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CLBCX vs. FSANX commentary
Jul 06, 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 FSANX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 252B vs. FSANX (4.44B). FSANX pays higher dividends than CLBCX: FSANX (1.94) vs CLBCX (1.13). CLBCX was incepted earlier than FSANX: CLBCX (23 years) vs FSANX (18 years). CLBCX (1.35) is less costly to investors than FSANX (0.64). CLBCX is a more actively managed with annual turnover of: 44.00 vs. FSANX (17.00). FSANX has a lower initial minimum investment than CLBCX: FSANX (0) vs CLBCX (250). FSANX annual gain was more profitable for investors over the last year : 9.53 vs. CLBCX (7.04). FSANX (39.81) and CLBCX (37.95) have equivalent 5 years return.
| CLBCX | FSANX | CLBCX / FSANX | |
| Total Expense Ratio | 1.35 | 0.64 | 211% |
| Annual Report Gross Expense Ratio | 1.35 | 0.64 | 211% |
| Fund Existence | 23 years | 18 years | - |
| Gain YTD | 7.660 | 8.134 | 94% |
| Front Load | N/A | N/A | - |
| 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 | 1.94 | 58% |
| Returns for 1 year | 7.04 | 9.53 | 74% |
| Returns for 3 years | 33.08 | 31.78 | 104% |
| Returns for 5 years | 37.95 | 39.81 | 95% |
| Returns for 10 years | 64.69 | 65.74 | 98% |
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