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CLBCX vs FSATX
CLBCX vs FSATX Comparison
Open Charts CLBCX vs FSATX
American Funds American Balanced 529C
Price$39.71
Change-$0.07 (-0.18%)
VolumeN/A
Net Assets269.37B
Fidelity Advisor Asset Manager 60% M
Price$17.66
Change+$0.05 (+0.28%)
VolumeN/A
Net Assets4.85B
CLBCX vs FSATX Comparison Chart in %
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CLBCX vs. FSATX commentary
Dec 05, 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 StrongBuy and FSATX is a Buy.
FUNDAMENTALS
Fundamentals
CLBCX has more cash in the bank: 269B vs. FSATX (4.85B). FSATX pays higher dividends than CLBCX: FSATX (1.35) vs CLBCX (1.02). 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 : 10.29 vs. CLBCX (8.95). CLBCX return over 5 years is better than : 35.46 vs. FSATX (28.52).
| 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 | 16.279 | 15.124 | 108% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 4.85B | 5,546% |
| Annual Yield % from dividends | 1.02 | 1.35 | 76% |
| Returns for 1 year | 8.95 | 10.29 | 87% |
| Returns for 3 years | 38.38 | 33.68 | 114% |
| Returns for 5 years | 35.46 | 28.52 | 124% |
| Returns for 10 years | 74.13 | 70.04 | 106% |
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