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CLBCX vs FSANX
CLBCX vs FSANX Comparison
Open Charts CLBCX vs FSANX
American Funds American Balanced 529C
Price$38.97
Change+$0.03 (+0.08%)
VolumeN/A
Net Assets265.37B
Fidelity Asset Manager 60%
Price$17.66
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets4.68B
CLBCX vs FSANX Comparison Chart in %
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CLBCX vs. FSANX commentary
Oct 19, 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: 265B vs. FSANX (4.68B). FSANX pays higher dividends than CLBCX: FSANX (1.85) vs CLBCX (1.06). 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 : 10.87 vs. CLBCX (7.87). CLBCX (38.56) and FSANX (37.41) 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 | 13.912 | 14.009 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 265B | 4.68B | 5,660% |
| Annual Yield % from dividends | 1.06 | 1.85 | 57% |
| Returns for 1 year | 7.87 | 10.87 | 72% |
| Returns for 3 years | 47.86 | 44.83 | 107% |
| Returns for 5 years | 38.56 | 37.41 | 103% |
| Returns for 10 years | 74.34 | 79.00 | 94% |
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