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CLBCX vs FSANX
CLBCX vs FSANX Comparison
Open Charts CLBCX vs FSANX
American Funds American Balanced 529C
Price$39.01
Change-$0.49 (-1.24%)
VolumeN/A
Net Assets268.67B
Fidelity Asset Manager 60%
Price$17.78
Change-$0.20 (-1.11%)
VolumeN/A
Net Assets4.81B
CLBCX vs FSANX Comparison Chart in %
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CLBCX vs. FSANX commentary
Nov 14, 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 Hold.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 269B vs. FSANX (4.81B). FSANX pays higher dividends than CLBCX: FSANX (1.81) vs CLBCX (1.04). CLBCX was incepted earlier than FSANX: CLBCX (24 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 : 13.15 vs. CLBCX (7.92). FSANX (36.39) and CLBCX (36.11) 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 | 24 years | 18 years | - |
| Gain YTD | 14.029 | 16.075 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 4.81B | 5,589% |
| Annual Yield % from dividends | 1.04 | 1.81 | 57% |
| Returns for 1 year | 7.92 | 13.15 | 60% |
| Returns for 3 years | 40.07 | 40.63 | 99% |
| Returns for 5 years | 36.11 | 36.39 | 99% |
| Returns for 10 years | 73.04 | 82.41 | 89% |
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