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CLBCX vs FSATX
CLBCX vs FSATX Comparison
Open Charts CLBCX vs FSATX
American Funds American Balanced 529C
Price$37.39
Change-$0.09 (-0.24%)
VolumeN/A
Net Assets256.26B
Fidelity Advisor Asset Manager 60% M
Price$16.88
Change-$0.01 (-0.06%)
VolumeN/A
Net Assets4.45B
CLBCX vs FSATX Comparison Chart in %
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CLBCX vs. FSATX commentary
Aug 17, 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 FSATX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 256B vs. FSATX (4.45B). FSATX pays higher dividends than CLBCX: FSATX (1.44) vs CLBCX (1.12). CLBCX was incepted earlier than FSATX: CLBCX (24 years) vs FSATX (18 years). CLBCX (1.35) is less costly to investors than FSATX (1.19). CLBCX is a more actively managed with annual turnover of: 44.00 vs. FSATX (17.00). FSATX has a lower initial minimum investment than CLBCX: FSATX (0) vs CLBCX (250). FSATX annual gain was more profitable for investors over the last year : 9.87 vs. CLBCX (7.14). CLBCX return over 5 years is better than : 34.64 vs. FSATX (32.58).
| CLBCX | FSATX | CLBCX / FSATX | |
| Total Expense Ratio | 1.35 | 1.19 | 113% |
| Annual Report Gross Expense Ratio | 1.35 | 1.19 | 113% |
| Fund Existence | 24 years | 18 years | - |
| Gain YTD | 9.208 | 10.039 | 92% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 4.45B | 5,748% |
| Annual Yield % from dividends | 1.12 | 1.44 | 78% |
| Returns for 1 year | 7.14 | 9.87 | 72% |
| Returns for 3 years | 27.58 | 23.40 | 118% |
| Returns for 5 years | 34.64 | 32.58 | 106% |
| Returns for 10 years | 65.77 | 60.21 | 109% |
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