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CLBCX vs FSANX
CLBCX vs FSANX Comparison
Open Charts CLBCX vs FSANX
American Funds American Balanced 529C
Price$35.63
Change-$0.31 (-0.86%)
VolumeN/A
Net Assets244.39B
Fidelity Asset Manager 60%
Price$16.22
Change-$0.15 (-0.92%)
VolumeN/A
Net Assets4.3B
CLBCX vs FSANX Comparison Chart
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CLBCX vs. FSANX commentary
Jun 16, 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: 244B vs. FSANX (4.3B). FSANX pays higher dividends than CLBCX: FSANX (2.02) vs CLBCX (1.18). 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 : 7.17 vs. CLBCX (4.49). FSANX return over 5 years is better than : 38.58 vs. CLBCX (34.93).
| 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 | 4.067 | 4.713 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244B | 4.3B | 5,677% |
| Annual Yield % from dividends | 1.18 | 2.02 | 59% |
| Returns for 1 year | 4.49 | 7.17 | 63% |
| Returns for 3 years | 30.63 | 30.01 | 102% |
| Returns for 5 years | 34.93 | 38.58 | 91% |
| Returns for 10 years | 57.89 | 58.54 | 99% |
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